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 | $27,350 | $95,971-71.5% | $74,550-63.3% | $135,375-79.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -32.11% | 56.96%-89.1pp | 32.53%-64.6pp | 519.73%-551.8pp |
| Employer contribution / active EE | $4,275 | $2,716+57.4% | $1,961+118.0% | $4,779-10.5% |
| Participant deferral / active EE | $4,372 | $3,843+13.7% | $3,108+40.7% | $5,609-22.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |