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 7-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 | $2,271 | $29,660-92.3% | $56,411-96.0% | $80,856-97.2% |
| Participation rate | 2.5% | 41.6%-39.1pp | 52.5%-50.0pp | 67.6%-65.1pp |
| Annual return | 8.18% | 35.23%-27.0pp | 1701.33%-1693.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $59 | $2,428-97.6% | $2,829-97.9% | $6,918-99.1% |