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 6-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 | $11,754 | $92,703-87.3% | $82,719-85.8% | $134,475-91.3% |
| Participation rate | 58.3% | 75.2%-16.9pp | 72.6%-14.2pp | 81.2%-22.9pp |
| Annual return | -33.89% | 944.92%-978.8pp | 701.18%-735.1pp | 417.96%-451.9pp |
| Employer contribution / active EE | $2,929 | $3,274-10.5% | $3,009-2.7% | $4,740-38.2% |
| Participant deferral / active EE | $5,732 | $4,802+19.4% | $4,395+30.4% | $6,400-10.4% |
| Admin fee / account holder | $238 | $5,983-96.0% | $5,329-95.5% | $11,426-97.9% |