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 | $45,052 | $150,440-70.1% | $136,294-66.9% | $147,584-69.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 2.96% | 1049.08%-1046.1pp | 5155.94%-5153.0pp | 578.55%-575.6pp |
| Employer contribution / active EE | $1,917 | $5,256-63.5% | $4,695-59.2% | $4,876-60.7% |
| Participant deferral / active EE | $7,973 | $6,630+20.2% | $6,247+27.6% | $5,439+46.6% |
| Admin fee / account holder | $97 | $10,905-99.1% | $9,243-99.0% | $10,885-99.1% |