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 | $30,640 | $104,106-70.6% | $71,086-56.9% | $135,375-77.4% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -14.58% | 1256.30%-1270.9pp | 650.59%-665.2pp | 519.73%-534.3pp |
| Employer contribution / active EE | $2,312 | $1,485+55.7% | $1,088+112.6% | $4,779-51.6% |
| Participant deferral / active EE | $5,620 | $2,527+122.4% | $1,874+199.8% | $5,609+0.2% |
| Admin fee / account holder | $25 | $4,142-99.4% | $3,082-99.2% | $10,827-99.8% |