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 | $152,127 | $102,616+48.2% | $81,983+85.6% | $158,922-4.3% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.2%-19.2pp | 82.0%-32.0pp |
| Annual return | 5.14% | 61.04%-55.9pp | 41.31%-36.2pp | 302.83%-297.7pp |
| Employer contribution / active EE | $1,795 | $3,240-44.6% | $2,498-28.1% | $4,761-62.3% |
| Participant deferral / active EE | $2,162 | $4,648-53.5% | $3,722-41.9% | $5,982-63.9% |
| Admin fee / account holder | $30 | $8,235-99.6% | $5,664-99.5% | $11,246-99.7% |