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 | $78,158 | $60,124+30.0% | $90,404-13.5% | $79,858-2.1% |
| Participation rate | 63.0% | 65.0%-2.0pp | 72.7%-9.7pp | 69.6%-6.7pp |
| Annual return | 9.54% | 71.94%-62.4pp | 1293.02%-1283.5pp | 31.71%-22.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,084 | $2,938+107.1% | $3,963+53.5% | $3,740+62.7% |
| Admin fee / account holder | $92 | $3,976-97.7% | $5,611-98.4% | $5,306-98.3% |