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 | $18,920 | $95,862-80.3% | $79,550-76.2% | $134,475-85.9% |
| Participation rate | 62.5% | 75.0%-12.5pp | 69.5%-7.0pp | 81.2%-18.7pp |
| Annual return | -23.71% | -2.69%-21.0pp | 0.16%-23.9pp | 417.96%-441.7pp |
| Employer contribution / active EE | $1,540 | $3,128-50.8% | $2,413-36.2% | $4,740-67.5% |
| Participant deferral / active EE | $4,292 | $4,693-8.5% | $3,985+7.7% | $6,400-32.9% |
| Admin fee / account holder | $222 | $9,126-97.6% | $6,832-96.8% | $11,426-98.1% |