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 | $38,236 | $37,426+2.2% | $77,482-50.7% | $79,858-52.1% |
| Participation rate | 35.3% | 41.5%-6.2pp | 54.2%-18.9pp | 69.6%-34.3pp |
| Annual return | 2.27% | 39.70%-37.4pp | 54.79%-52.5pp | 31.71%-29.4pp |
| Employer contribution / active EE | $942 | $637+47.9% | $986-4.5% | $2,471-61.9% |
| Participant deferral / active EE | $646 | $1,260-48.7% | $1,861-65.3% | $3,740-82.7% |
| Admin fee / account holder | $0 | $2,504-100.0% | $2,858-100.0% | $5,306-100.0% |