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 | $58,513 | $95,971-39.0% | $74,550-21.5% | $135,375-56.8% |
| Participation rate | 40.0% | 75.7%-35.7pp | 69.1%-29.1pp | 82.6%-42.6pp |
| Annual return | -10.12% | 56.96%-67.1pp | 32.53%-42.7pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,480 | $2,716-8.7% | $1,961+26.5% | $4,779-48.1% |
| Participant deferral / active EE | $9,800 | $3,843+155.0% | $3,108+215.3% | $5,609+74.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |