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 5-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 | $12,178 | $84,402-85.6% | $61,373-80.2% | $134,475-90.9% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -29.10% | 584.55%-613.6pp | 338.61%-367.7pp | 417.96%-447.1pp |
| Employer contribution / active EE | $1,101 | $1,544-28.7% | $1,159-5.0% | $4,740-76.8% |
| Participant deferral / active EE | $5,688 | $2,819+101.8% | $2,125+167.7% | $6,400-11.1% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |