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 9-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 | $11,900 | $69,518-82.9% | $59,878-80.1% | $135,375-91.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | -40.44% | 7.94%-48.4pp | 3.46%-43.9pp | 519.73%-560.2pp |
| Employer contribution / active EE | $2,030 | $3,235-37.3% | $2,722-25.4% | $4,779-57.5% |
| Participant deferral / active EE | $2,945 | $4,206-30.0% | $3,402-13.4% | $5,609-47.5% |
| Admin fee / account holder | $86 | $5,734-98.5% | $3,590-97.6% | $10,827-99.2% |