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 | $39,870 | $135,635-70.6% | $110,238-63.8% | $135,375-70.5% |
| Participation rate | 16.7% | 83.5%-66.8pp | 79.8%-63.2pp | 82.6%-66.0pp |
| Annual return | -18.13% | 513.19%-531.3pp | 314.74%-332.9pp | 519.73%-537.9pp |
| Employer contribution / active EE | $1,000 | $4,906-79.6% | $3,826-73.9% | $4,779-79.1% |
| Participant deferral / active EE | $3,000 | $5,506-45.5% | $4,672-35.8% | $5,609-46.5% |
| Admin fee / account holder | $253 | $11,457-97.8% | $8,547-97.0% | $10,827-97.7% |