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 | $9,815 | $73,867-86.7% | $143,757-93.2% | $68,494-85.7% |
| Participation rate | 16.2% | 66.7%-50.5pp | 80.3%-64.1pp | 67.9%-51.7pp |
| Annual return | -40.89% | 1.01%-41.9pp | -0.04%-40.8pp | -7.84%-33.0pp |
| Employer contribution / active EE | $548 | $3,184-82.8% | $4,951-88.9% | $2,596-78.9% |
| Participant deferral / active EE | $1,006 | $3,384-70.3% | $5,637-82.1% | $4,027-75.0% |
| Admin fee / account holder | $101 | $5,755-98.2% | $14,673-99.3% | $5,403-98.1% |