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 | $32,395 | $75,935-57.3% | $60,547-46.5% | $125,391-74.2% |
| Participation rate | 55.6% | 76.5%-21.0pp | 68.0%-12.4pp | 83.2%-27.6pp |
| Annual return | -4.62% | -5.38%+0.8pp | 335.64%-340.3pp | 282.22%-286.8pp |
| Employer contribution / active EE | $1,329 | $3,438-61.3% | $2,419-45.0% | $4,866-72.7% |
| Participant deferral / active EE | $2,794 | $4,506-38.0% | $3,328-16.0% | $5,352-47.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,540-100.0% |