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 7-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 | $48,244 | $99,032-51.3% | $80,019-39.7% | $135,375-64.4% |
| Participation rate | 69.2% | 78.4%-9.1pp | 75.8%-6.6pp | 82.6%-13.4pp |
| Annual return | -10.93% | 15.39%-26.3pp | 11.22%-22.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,055 | $3,043-32.5% | $2,468-16.7% | $4,779-57.0% |
| Participant deferral / active EE | $3,511 | $4,282-18.0% | $3,686-4.7% | $5,609-37.4% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |