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 | $4,989 | $84,402-94.1% | $61,373-91.9% | $134,475-96.3% |
| Participation rate | 0.0% | 62.2%-62.2pp | 52.6%-52.6pp | 81.2%-81.2pp |
| Annual return | -21.92% | 584.55%-606.5pp | 338.61%-360.5pp | 417.96%-439.9pp |
| Employer contribution / active EE | $224 | $1,544-85.5% | $1,159-80.7% | $4,740-95.3% |
| Participant deferral / active EE | $909 | $2,819-67.8% | $2,125-57.2% | $6,400-85.8% |
| Admin fee / account holder | $20 | $2,585-99.2% | $2,130-99.1% | $11,426-99.8% |