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 | $76,041 | $167,307-54.5% | $143,757-47.1% | $134,475-43.5% |
| Participation rate | 16.7% | 84.8%-68.1pp | 80.3%-63.6pp | 81.2%-64.6pp |
| Annual return | -20.83% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,103 | $5,619-62.6% | $4,951-57.5% | $4,740-55.6% |
| Participant deferral / active EE | $8,404 | $6,446+30.4% | $5,637+49.1% | $6,400+31.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |