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 | $222,984 | $88,594+151.7% | $70,092+218.1% | $134,475+65.8% |
| Participation rate | 14.3% | 74.9%-60.6pp | 70.5%-56.2pp | 81.2%-66.9pp |
| Annual return | -41.96% | 442.67%-484.6pp | 190.73%-232.7pp | 417.96%-459.9pp |
| Employer contribution / active EE | $594 | $3,233-81.6% | $2,559-76.8% | $4,740-87.5% |
| Participant deferral / active EE | $3,857 | $4,772-19.2% | $3,849+0.2% | $6,400-39.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |