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 | $74,517 | $108,172-31.1% | $77,482-3.8% | $158,922-53.1% |
| Participation rate | 8.7% | 64.4%-55.7pp | 54.2%-45.5pp | 82.0%-73.3pp |
| Annual return | -8.36% | 31.67%-40.0pp | 54.79%-63.1pp | 302.83%-311.2pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $2,456-100.0% | $1,861-100.0% | $5,982-100.0% |
| Admin fee / account holder | $12 | $3,708-99.7% | $2,858-99.6% | $11,246-99.9% |