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 4-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 | $55,412 | $106,515-48.0% | $96,683-42.7% | $139,434-60.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | -44.23% | 38.43%-82.7pp | 35.69%-79.9pp | 372.94%-417.2pp |
| Employer contribution / active EE | $3,066 | $4,103-25.3% | $3,737-17.9% | $4,751-35.5% |
| Participant deferral / active EE | $7,721 | $5,454+41.6% | $4,878+58.3% | $6,710+15.1% |
| Admin fee / account holder | $234 | $7,877-97.0% | $6,730-96.5% | $11,403-97.9% |