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 | $16,425 | $138,044-88.1% | $125,339-86.9% | $134,475-87.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -41.63% | 750.33%-792.0pp | 572.05%-613.7pp | 417.96%-459.6pp |
| Employer contribution / active EE | $3,596 | $5,243-31.4% | $4,814-25.3% | $4,740-24.1% |
| Participant deferral / active EE | $7,982 | $7,799+2.3% | $7,446+7.2% | $6,400+24.7% |
| Admin fee / account holder | $18 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |