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 | $56,236 | $59,107-4.9% | $86,436-34.9% | $68,494-17.9% |
| Participation rate | 18.8% | 75.2%-56.5pp | 80.3%-61.6pp | 67.9%-49.1pp |
| Annual return | -19.90% | -0.23%-19.7pp | 4394.89%-4414.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $871 | $2,519-65.4% | $3,769-76.9% | $2,596-66.4% |
| Participant deferral / active EE | $2,798 | $5,901-52.6% | $6,952-59.7% | $4,027-30.5% |
| Admin fee / account holder | $42 | $5,637-99.3% | $6,731-99.4% | $5,403-99.2% |