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 | $149,286 | $85,790+74.0% | $67,313+121.8% | $135,375+10.3% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.1%-35.7pp | 82.6%-49.3pp |
| Annual return | -20.95% | -0.54%-20.4pp | -4.08%-16.9pp | 519.73%-540.7pp |
| Employer contribution / active EE | $1,047 | $3,487-70.0% | $2,566-59.2% | $4,779-78.1% |
| Participant deferral / active EE | $8,237 | $4,651+77.1% | $3,568+130.8% | $5,609+46.9% |
| Admin fee / account holder | $121 | $6,392-98.1% | $4,507-97.3% | $10,827-98.9% |