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 | $26,031 | $101,283-74.3% | $75,826-65.7% | $135,375-80.8% |
| Participation rate | 66.7% | 72.7%-6.1pp | 68.2%-1.6pp | 82.6%-16.0pp |
| Annual return | -10.61% | 3384.62%-3395.2pp | 1914.15%-1924.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,079 | $2,382-54.7% | $1,913-43.6% | $4,779-77.4% |
| Participant deferral / active EE | $3,744 | $3,469+7.9% | $2,862+30.8% | $5,609-33.2% |
| Admin fee / account holder | $128 | $6,539-98.0% | $4,726-97.3% | $10,827-98.8% |