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 7-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 | $36,112 | $109,817-67.1% | $98,442-63.3% | $167,490-78.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | -41.88% | 1956.69%-1998.6pp | 1492.73%-1534.6pp | 478.56%-520.4pp |
| Employer contribution / active EE | $1,510 | $3,224-53.2% | $2,960-49.0% | $4,837-68.8% |
| Participant deferral / active EE | $5,910 | $4,673+26.5% | $4,276+38.2% | $6,341-6.8% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |