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 9-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 | $56,958 | $111,724-49.0% | $93,606-39.2% | $145,922-61.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-46.9pp |
| Annual return | 5.51% | 202.98%-197.5pp | 133.20%-127.7pp | 561.29%-555.8pp |
| Employer contribution / active EE | $1,184 | $3,090-61.7% | $2,420-51.1% | $4,660-74.6% |
| Participant deferral / active EE | $2,000 | $4,912-59.3% | $4,411-54.7% | $6,688-70.1% |
| Admin fee / account holder | $40 | $10,250-99.6% | $8,285-99.5% | $13,397-99.7% |