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 | $20,306 | $48,795-58.4% | $65,493-69.0% | $84,808-76.1% |
| Participation rate | 64.7% | 67.0%-2.3pp | 73.1%-8.4pp | 68.3%-3.6pp |
| Annual return | 9.68% | 20.20%-10.5pp | 982.45%-972.8pp | 40.90%-31.2pp |
| Employer contribution / active EE | $653 | $1,930-66.1% | $2,574-74.6% | $2,631-75.2% |
| Participant deferral / active EE | $938 | $2,928-68.0% | $3,961-76.3% | $4,212-77.7% |
| Admin fee / account holder | $95 | $3,877-97.6% | $5,028-98.1% | $7,344-98.7% |