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 | $16,574 | $97,757-83.0% | $83,848-80.2% | $135,375-87.8% |
| Participation rate | 55.6% | 80.0%-24.4pp | 76.1%-20.6pp | 82.6%-27.1pp |
| Annual return | -34.41% | 1287.37%-1321.8pp | 850.88%-885.3pp | 519.73%-554.1pp |
| Employer contribution / active EE | $1,802 | $4,222-57.3% | $3,631-50.4% | $4,779-62.3% |
| Participant deferral / active EE | $7,097 | $4,682+51.6% | $4,082+73.9% | $5,609+26.5% |
| Admin fee / account holder | $246 | $6,674-96.3% | $5,478-95.5% | $10,827-97.7% |