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 8-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 | $29,580 | $97,044-69.5% | $83,333-64.5% | $135,375-78.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -13.19% | 12.31%-25.5pp | 10.63%-23.8pp | 519.73%-532.9pp |
| Employer contribution / active EE | $2,779 | $4,143-32.9% | $3,379-17.8% | $4,779-41.9% |
| Participant deferral / active EE | $2,779 | $5,964-53.4% | $5,565-50.1% | $5,609-50.5% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |