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 | $34,911 | $84,695-58.8% | $73,843-52.7% | $125,391-72.2% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.4%-53.4pp | 83.2%-63.2pp |
| Annual return | -6.06% | 3123.53%-3129.6pp | 2267.84%-2273.9pp | 282.22%-288.3pp |
| Employer contribution / active EE | $600 | $3,123-80.8% | $2,787-78.5% | $4,866-87.7% |
| Participant deferral / active EE | $4,600 | $3,992+15.2% | $3,583+28.4% | $5,352-14.0% |
| Admin fee / account holder | $287 | $5,691-95.0% | $4,880-94.1% | $9,540-97.0% |