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 8-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 | $32,310 | $67,331-52.0% | $60,874-46.9% | $134,475-76.0% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.1%-53.1pp | 81.2%-61.2pp |
| Annual return | -29.87% | 49.93%-79.8pp | 16.90%-46.8pp | 417.96%-447.8pp |
| Employer contribution / active EE | $891 | $3,096-71.2% | $2,701-67.0% | $4,740-81.2% |
| Participant deferral / active EE | $3,707 | $4,538-18.3% | $3,817-2.9% | $6,400-42.1% |
| Admin fee / account holder | $20 | $4,582-99.6% | $3,224-99.4% | $11,426-99.8% |