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 | $54,523 | $84,695-35.6% | $73,843-26.2% | $125,391-56.5% |
| Participation rate | 40.0% | 76.8%-36.8pp | 73.4%-33.4pp | 83.2%-43.2pp |
| Annual return | -7.20% | 3123.53%-3130.7pp | 2267.84%-2275.0pp | 282.22%-289.4pp |
| Employer contribution / active EE | $469 | $3,123-85.0% | $2,787-83.2% | $4,866-90.4% |
| Participant deferral / active EE | $7,184 | $3,992+79.9% | $3,583+100.5% | $5,352+34.2% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |