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 8-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 | $43,247 | $27,641+56.5% | $61,373-29.5% | $68,494-36.9% |
| Participation rate | 25.9% | 39.5%-13.6pp | 52.6%-26.6pp | 67.9%-42.0pp |
| Annual return | -21.80% | -13.24%-8.6pp | 338.61%-360.4pp | -7.84%-14.0pp |
| Employer contribution / active EE | $509 | $695-26.8% | $1,159-56.1% | $2,596-80.4% |
| Participant deferral / active EE | $3,026 | $1,263+139.5% | $2,125+42.4% | $4,027-24.9% |
| Admin fee / account holder | $20 | $2,010-99.0% | $2,130-99.1% | $5,403-99.6% |