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 | $64,926 | $92,703-30.0% | $82,719-21.5% | $134,475-51.7% |
| Participation rate | 63.6% | 75.2%-11.6pp | 72.6%-8.9pp | 81.2%-17.6pp |
| Annual return | -25.36% | 944.92%-970.3pp | 701.18%-726.5pp | 417.96%-443.3pp |
| Employer contribution / active EE | $2,503 | $3,274-23.5% | $3,009-16.8% | $4,740-47.2% |
| Participant deferral / active EE | $6,056 | $4,802+26.1% | $4,395+37.8% | $6,400-5.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |