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 | $41,028 | $100,852-59.3% | $90,404-54.6% | $158,922-74.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.7%-35.2pp | 82.0%-44.5pp |
| Annual return | -41.23% | 1724.20%-1765.4pp | 1293.02%-1334.2pp | 302.83%-344.1pp |
| Employer contribution / active EE | $725 | $3,689-80.3% | $3,262-77.8% | $4,761-84.8% |
| Participant deferral / active EE | $861 | $4,348-80.2% | $3,963-78.3% | $5,982-85.6% |
| Admin fee / account holder | $21 | $6,501-99.7% | $5,611-99.6% | $11,246-99.8% |