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 7-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 | $59,970 | $99,640-39.8% | $86,436-30.6% | $134,475-55.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.19% | 6782.58%-6803.8pp | 4394.89%-4416.1pp | 417.96%-439.1pp |
| Employer contribution / active EE | $3,460 | $4,400-21.4% | $3,769-8.2% | $4,740-27.0% |
| Participant deferral / active EE | $7,692 | $7,246+6.1% | $6,952+10.6% | $6,400+20.2% |
| Admin fee / account holder | $80 | $8,371-99.0% | $6,731-98.8% | $11,426-99.3% |