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 | $26,407 | $92,703-71.5% | $82,719-68.1% | $134,475-80.4% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -22.17% | 944.92%-967.1pp | 701.18%-723.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,043 | $3,274-68.1% | $3,009-65.3% | $4,740-78.0% |
| Participant deferral / active EE | $3,012 | $4,802-37.3% | $4,395-31.5% | $6,400-52.9% |
| Admin fee / account holder | $126 | $5,983-97.9% | $5,329-97.6% | $11,426-98.9% |