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 | $25,621 | $92,703-72.4% | $82,719-69.0% | $134,475-80.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -27.44% | 944.92%-972.4pp | 701.18%-728.6pp | 417.96%-445.4pp |
| Employer contribution / active EE | $2,587 | $3,274-21.0% | $3,009-14.0% | $4,740-45.4% |
| Participant deferral / active EE | $6,467 | $4,802+34.7% | $4,395+47.1% | $6,400+1.0% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |