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 8-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 | $44,147 | $45,152-2.2% | $73,843-40.2% | $59,632-26.0% |
| Participation rate | 36.7% | 64.0%-27.4pp | 73.4%-36.8pp | 68.7%-32.0pp |
| Annual return | -5.06% | 27.40%-32.5pp | 2267.84%-2272.9pp | 2041.28%-2046.3pp |
| Employer contribution / active EE | $603 | $1,902-68.3% | $2,787-78.4% | $2,203-72.6% |
| Participant deferral / active EE | $2,967 | $2,574+15.3% | $3,583-17.2% | $3,192-7.0% |
| Admin fee / account holder | $183 | $3,516-94.8% | $4,880-96.3% | $4,297-95.7% |