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 | $25,872 | $76,000-66.0% | $154,107-83.2% | $64,186-59.7% |
| Participation rate | 27.6% | 70.4%-42.8pp | 83.0%-55.5pp | 69.6%-42.0pp |
| Annual return | -10.72% | 30.32%-41.0pp | 735.12%-745.8pp | 7.63%-18.4pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $955 | $3,175-69.9% | $5,081-81.2% | $3,470-72.5% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |