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 8-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 | $17,693 | $95,971-81.6% | $74,550-76.3% | $135,375-86.9% |
| Participation rate | 54.5% | 75.7%-21.1pp | 69.1%-14.6pp | 82.6%-28.1pp |
| Annual return | -25.18% | 56.96%-82.1pp | 32.53%-57.7pp | 519.73%-544.9pp |
| Employer contribution / active EE | $1,018 | $2,716-62.5% | $1,961-48.1% | $4,779-78.7% |
| Participant deferral / active EE | $4,371 | $3,843+13.7% | $3,108+40.6% | $5,609-22.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |