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 | $52,313 | $211,958-75.3% | $169,463-69.1% | $135,375-61.4% |
| Participation rate | 50.0% | 82.6%-32.6pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -10.85% | 3.26%-14.1pp | 1.83%-12.7pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,947 | $5,120-62.0% | $4,159-53.2% | $4,779-59.3% |
| Participant deferral / active EE | $2,336 | $6,075-61.6% | $5,277-55.7% | $5,609-58.4% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |