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 | $47,653 | $150,440-68.3% | $136,294-65.0% | $147,584-67.7% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | -149.44% | 1049.08%-1198.5pp | 5155.94%-5305.4pp | 578.55%-728.0pp |
| Employer contribution / active EE | $32,626 | $5,256+520.7% | $4,695+594.8% | $4,876+569.1% |
| Participant deferral / active EE | $21,531 | $6,630+224.7% | $6,247+244.7% | $5,439+295.9% |
| Admin fee / account holder | $80 | $10,905-99.3% | $9,243-99.1% | $10,885-99.3% |