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 | $24,858 | $84,695-70.6% | $73,843-66.3% | $125,391-80.2% |
| Participation rate | 54.5% | 76.8%-22.2pp | 73.4%-18.9pp | 83.2%-28.6pp |
| Annual return | -3.78% | 3123.53%-3127.3pp | 2267.84%-2271.6pp | 282.22%-286.0pp |
| Employer contribution / active EE | $150 | $3,123-95.2% | $2,787-94.6% | $4,866-96.9% |
| Participant deferral / active EE | $682 | $3,992-82.9% | $3,583-81.0% | $5,352-87.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |