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 | $43,012 | $135,635-68.3% | $110,238-61.0% | $135,375-68.2% |
| Participation rate | 40.0% | 83.5%-43.5pp | 79.8%-39.8pp | 82.6%-42.6pp |
| Annual return | -10.92% | 513.19%-524.1pp | 314.74%-325.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $3,000 | $4,906-38.9% | $3,826-21.6% | $4,779-37.2% |
| Participant deferral / active EE | $3,437 | $5,506-37.6% | $4,672-26.4% | $5,609-38.7% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |