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 | $19,937 | $90,600-78.0% | $79,464-74.9% | $135,375-85.3% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -22.40% | 977.43%-999.8pp | 718.14%-740.5pp | 519.73%-542.1pp |
| Employer contribution / active EE | $2,248 | $3,068-26.7% | $2,800-19.7% | $4,779-53.0% |
| Participant deferral / active EE | $4,105 | $4,050+1.4% | $3,704+10.8% | $5,609-26.8% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |