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 | $25,826 | $97,757-73.6% | $83,848-69.2% | $135,375-80.9% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -14.57% | 1287.37%-1301.9pp | 850.88%-865.5pp | 519.73%-534.3pp |
| Employer contribution / active EE | $1,376 | $4,222-67.4% | $3,631-62.1% | $4,779-71.2% |
| Participant deferral / active EE | $7,038 | $4,682+50.3% | $4,082+72.4% | $5,609+25.5% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |