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 | $28,650 | $129,942-78.0% | $104,294-72.5% | $134,475-78.7% |
| Participation rate | 33.3% | 79.5%-46.2pp | 73.3%-39.9pp | 81.2%-47.9pp |
| Annual return | -30.27% | 42.03%-72.3pp | 24.61%-54.9pp | 417.96%-448.2pp |
| Employer contribution / active EE | $800 | $4,184-80.9% | $3,372-76.3% | $4,740-83.1% |
| Participant deferral / active EE | $6,833 | $5,588+22.3% | $4,625+47.8% | $6,400+6.8% |
| Admin fee / account holder | $20 | $9,323-99.8% | $7,339-99.7% | $11,426-99.8% |