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 10-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 | $27,177 | $76,000-64.2% | $154,107-82.4% | $64,186-57.7% |
| Participation rate | 69.2% | 70.4%-1.2pp | 83.0%-13.8pp | 69.6%-0.3pp |
| Annual return | -9.54% | 30.32%-39.9pp | 735.12%-744.7pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,238 | $3,351-63.1% | $5,298-76.6% | $2,381-48.0% |
| Participant deferral / active EE | $3,895 | $3,175+22.7% | $5,081-23.3% | $3,470+12.3% |
| Admin fee / account holder | $13 | $5,596-99.8% | $13,411-99.9% | $4,888-99.7% |