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 5-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 | $25,508 | $84,402-69.8% | $61,373-58.4% | $134,475-81.0% |
| Participation rate | 27.3% | 62.2%-34.9pp | 52.6%-25.3pp | 81.2%-53.9pp |
| Annual return | -27.42% | 584.55%-612.0pp | 338.61%-366.0pp | 417.96%-445.4pp |
| Employer contribution / active EE | $518 | $1,544-66.4% | $1,159-55.3% | $4,740-89.1% |
| Participant deferral / active EE | $5,533 | $2,819+96.3% | $2,125+160.4% | $6,400-13.5% |
| Admin fee / account holder | $0 | $2,585-100.0% | $2,130-100.0% | $11,426-100.0% |