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 | $123,986 | $165,335-25.0% | $149,696-17.2% | $158,922-22.0% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 5.91% | 348.15%-342.2pp | 276.60%-270.7pp | 302.83%-296.9pp |
| Employer contribution / active EE | $2,608 | $5,103-48.9% | $4,644-43.9% | $4,761-45.2% |
| Participant deferral / active EE | $5,215 | $7,181-27.4% | $6,842-23.8% | $5,982-12.8% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |