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 6-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 | $126,229 | $99,020+27.5% | $86,590+45.8% | $147,584-14.5% |
| Participation rate | 8.3% | 76.3%-68.0pp | 73.5%-65.2pp | 82.8%-74.5pp |
| Annual return | -34.50% | 1312.34%-1346.8pp | 964.84%-999.3pp | 578.55%-613.0pp |
| Employer contribution / active EE | $246 | $3,132-92.1% | $2,839-91.3% | $4,876-95.0% |
| Participant deferral / active EE | $877 | $3,972-77.9% | $3,609-75.7% | $5,439-83.9% |
| Admin fee / account holder | $193 | $5,710-96.6% | $4,906-96.1% | $10,885-98.2% |