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 6-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 | $25,218 | $138,044-81.7% | $125,339-79.9% | $134,475-81.2% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -32.70% | 750.33%-783.0pp | 572.05%-604.7pp | 417.96%-450.7pp |
| Employer contribution / active EE | $5,892 | $5,243+12.4% | $4,814+22.4% | $4,740+24.3% |
| Participant deferral / active EE | $3,227 | $7,799-58.6% | $7,446-56.7% | $6,400-49.6% |
| Admin fee / account holder | $247 | $11,571-97.9% | $10,010-97.5% | $11,426-97.8% |