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 | $33,601 | $84,695-60.3% | $73,843-54.5% | $125,391-73.2% |
| Participation rate | 12.5% | 76.8%-64.3pp | 73.4%-60.9pp | 83.2%-70.7pp |
| Annual return | -5.14% | 3123.53%-3128.7pp | 2267.84%-2273.0pp | 282.22%-287.4pp |
| Employer contribution / active EE | $364 | $3,123-88.3% | $2,787-86.9% | $4,866-92.5% |
| Participant deferral / active EE | $2,250 | $3,992-43.6% | $3,583-37.2% | $5,352-58.0% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |