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 | $42,183 | $99,640-57.7% | $86,436-51.2% | $134,475-68.6% |
| Participation rate | 61.5% | 82.0%-20.5pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -24.03% | 6782.58%-6806.6pp | 4394.89%-4418.9pp | 417.96%-442.0pp |
| Employer contribution / active EE | $2,509 | $4,400-43.0% | $3,769-33.4% | $4,740-47.1% |
| Participant deferral / active EE | $4,652 | $7,246-35.8% | $6,952-33.1% | $6,400-27.3% |
| Admin fee / account holder | $24 | $8,371-99.7% | $6,731-99.6% | $11,426-99.8% |