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 | $31,869 | $90,600-64.8% | $79,464-59.9% | $135,375-76.5% |
| Participation rate | 20.0% | 76.0%-56.0pp | 73.3%-53.3pp | 82.6%-62.6pp |
| Annual return | -28.71% | 977.43%-1006.1pp | 718.14%-746.8pp | 519.73%-548.4pp |
| Employer contribution / active EE | $1,119 | $3,068-63.5% | $2,800-60.0% | $4,779-76.6% |
| Participant deferral / active EE | $3,047 | $4,050-24.8% | $3,704-17.7% | $5,609-45.7% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |