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 | $56,611 | $97,757-42.1% | $83,848-32.5% | $135,375-58.2% |
| Participation rate | 50.0% | 80.0%-30.0pp | 76.1%-26.1pp | 82.6%-32.6pp |
| Annual return | -12.17% | 1287.37%-1299.5pp | 850.88%-863.0pp | 519.73%-531.9pp |
| Employer contribution / active EE | $2,179 | $4,222-48.4% | $3,631-40.0% | $4,779-54.4% |
| Participant deferral / active EE | $7,136 | $4,682+52.4% | $4,082+74.8% | $5,609+27.2% |
| Admin fee / account holder | $15 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |