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 | $48,266 | $82,664-41.6% | $125,339-61.5% | $68,494-29.5% |
| Participation rate | 20.8% | 75.0%-54.3pp | 82.4%-61.6pp | 67.9%-47.1pp |
| Annual return | -89.21% | -5.97%-83.2pp | 572.05%-661.3pp | -7.84%-81.4pp |
| Employer contribution / active EE | $6,041 | $3,381+78.7% | $4,814+25.5% | $2,596+132.7% |
| Participant deferral / active EE | $6,218 | $6,110+1.8% | $7,446-16.5% | $4,027+54.4% |
| Admin fee / account holder | $221 | $6,275-96.5% | $10,010-97.8% | $5,403-95.9% |