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 | $33,615 | $93,024-63.9% | $77,024-56.4% | $134,475-75.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -25.40% | 62.60%-88.0pp | 42.32%-67.7pp | 417.96%-443.4pp |
| Employer contribution / active EE | $1,668 | $3,418-51.2% | $2,812-40.7% | $4,740-64.8% |
| Participant deferral / active EE | $7,868 | $5,238+50.2% | $4,426+77.8% | $6,400+22.9% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |