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 5-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 | $5,456 | $82,286-93.4% | $68,791-92.1% | $134,475-95.9% |
| Participation rate | 53.8% | 75.1%-21.2pp | 69.0%-15.2pp | 81.2%-27.4pp |
| Annual return | -25.08% | -2.19%-22.9pp | -6.38%-18.7pp | 417.96%-443.0pp |
| Employer contribution / active EE | $762 | $3,301-76.9% | $2,655-71.3% | $4,740-83.9% |
| Participant deferral / active EE | $1,207 | $4,739-74.5% | $3,941-69.4% | $6,400-81.1% |
| Admin fee / account holder | $22 | $6,481-99.7% | $4,932-99.6% | $11,426-99.8% |