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 9-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 | $22,885 | $97,757-76.6% | $83,848-72.7% | $135,375-83.1% |
| Participation rate | 61.1% | 80.0%-18.8pp | 76.1%-15.0pp | 82.6%-21.5pp |
| Annual return | -10.36% | 1287.37%-1297.7pp | 850.88%-861.2pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,442 | $4,222-65.8% | $3,631-60.3% | $4,779-69.8% |
| Participant deferral / active EE | $2,977 | $4,682-36.4% | $4,082-27.1% | $5,609-46.9% |
| Admin fee / account holder | $228 | $6,674-96.6% | $5,478-95.8% | $10,827-97.9% |