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 | $28,895 | $190,805-84.9% | $159,960-81.9% | $134,475-78.5% |
| Participation rate | 60.9% | 81.9%-21.1pp | 78.0%-17.1pp | 81.2%-20.4pp |
| Annual return | -22.42% | 552.23%-574.7pp | 408.60%-431.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,309 | $6,923-52.2% | $6,182-46.5% | $6,400-48.3% |
| Admin fee / account holder | $187 | $10,471-98.2% | $8,698-97.9% | $11,426-98.4% |