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 | $78,330 | $54,705+43.2% | $71,209+10.0% | $84,808-7.6% |
| Participation rate | 43.3% | 64.1%-20.7pp | 73.8%-30.4pp | 68.3%-25.0pp |
| Annual return | -4.02% | 35.90%-39.9pp | 282.51%-286.5pp | 40.90%-44.9pp |
| Employer contribution / active EE | $438 | $2,158-79.7% | $2,721-83.9% | $2,631-83.3% |
| Participant deferral / active EE | $2,201 | $3,030-27.4% | $4,175-47.3% | $4,212-47.7% |
| Admin fee / account holder | $34 | $4,863-99.3% | $5,349-99.4% | $7,344-99.5% |