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 8-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 | $19,161 | $99,640-80.8% | $86,436-77.8% | $134,475-85.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 80.3%-35.9pp | 81.2%-36.8pp |
| Annual return | -23.15% | 6782.58%-6805.7pp | 4394.89%-4418.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,502 | $4,400-65.9% | $3,769-60.1% | $4,740-68.3% |
| Participant deferral / active EE | $5,347 | $7,246-26.2% | $6,952-23.1% | $6,400-16.5% |
| Admin fee / account holder | $94 | $8,371-98.9% | $6,731-98.6% | $11,426-99.2% |