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 | $36,683 | $176,812-79.3% | $146,665-75.0% | $167,490-78.1% |
| Participation rate | 63.2% | 83.6%-20.5pp | 80.1%-16.9pp | 82.1%-18.9pp |
| Annual return | 7.57% | 24.03%-16.5pp | 22.74%-15.2pp | 478.56%-471.0pp |
| Employer contribution / active EE | $1,308 | $5,160-74.7% | $4,136-68.4% | $4,837-73.0% |
| Participant deferral / active EE | $2,920 | $6,440-54.7% | $5,506-47.0% | $6,341-53.9% |
| Admin fee / account holder | $79 | $13,259-99.4% | $10,280-99.2% | $12,309-99.4% |