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 | $34,396 | $82,664-58.4% | $125,339-72.6% | $68,494-49.8% |
| Participation rate | 32.7% | 75.0%-42.4pp | 82.4%-49.7pp | 67.9%-35.2pp |
| Annual return | -21.20% | -5.97%-15.2pp | 572.05%-593.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,352 | $3,381-60.0% | $4,814-71.9% | $2,596-47.9% |
| Participant deferral / active EE | $3,575 | $6,110-41.5% | $7,446-52.0% | $4,027-11.2% |
| Admin fee / account holder | $202 | $6,275-96.8% | $10,010-98.0% | $5,403-96.3% |