See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,953 | $100,852-6.8% | $90,404+3.9% | $158,922-40.9% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | -24.62% | 1724.20%-1748.8pp | 1293.02%-1317.6pp | 302.83%-327.4pp |
| Employer contribution / active EE | $640 | $3,689-82.6% | $3,262-80.4% | $4,761-86.6% |
| Participant deferral / active EE | $3,600 | $4,348-17.2% | $3,963-9.2% | $5,982-39.8% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |