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 | $27,188 | $91,190-70.2% | $178,490-84.8% | $79,858-66.0% |
| Participation rate | 45.1% | 69.2%-24.1pp | 81.9%-36.9pp | 69.6%-24.6pp |
| Annual return | 6.57% | 24.19%-17.6pp | 151.07%-144.5pp | 31.71%-25.1pp |
| Employer contribution / active EE | $888 | $3,256-72.7% | $5,011-82.3% | $2,471-64.1% |
| Participant deferral / active EE | $1,040 | $3,236-67.9% | $5,202-80.0% | $3,740-72.2% |
| Admin fee / account holder | $274 | $6,751-95.9% | $13,984-98.0% | $5,306-94.8% |