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 | $48,226 | $97,044-50.3% | $83,333-42.1% | $135,375-64.4% |
| Participation rate | 0.0% | 80.4%-80.4pp | 77.8%-77.8pp | 82.6%-82.6pp |
| Annual return | -11.13% | 12.31%-23.4pp | 10.63%-21.8pp | 519.73%-530.9pp |
| Employer contribution / active EE | $3,325 | $4,143-19.8% | $3,379-1.6% | $4,779-30.4% |
| Participant deferral / active EE | $9,412 | $5,964+57.8% | $5,565+69.1% | $5,609+67.8% |
| Admin fee / account holder | $255 | $8,380-97.0% | $7,510-96.6% | $10,827-97.6% |