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 | $11,274 | $104,106-89.2% | $71,086-84.1% | $135,375-91.7% |
| Participation rate | 50.0% | 65.7%-15.7pp | 54.7%-4.7pp | 82.6%-32.6pp |
| Annual return | -25.47% | 1256.30%-1281.8pp | 650.59%-676.1pp | 519.73%-545.2pp |
| Employer contribution / active EE | $1,504 | $1,485+1.3% | $1,088+38.3% | $4,779-68.5% |
| Participant deferral / active EE | $5,105 | $2,527+102.0% | $1,874+172.4% | $5,609-9.0% |
| Admin fee / account holder | $262 | $4,142-93.7% | $3,082-91.5% | $10,827-97.6% |