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 9-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 | $65,775 | $138,065-52.4% | $123,544-46.8% | $135,375-51.4% |
| Participation rate | 20.0% | 84.7%-64.7pp | 82.3%-62.3pp | 82.6%-62.6pp |
| Annual return | -12.00% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.7pp |
| Employer contribution / active EE | $3,494 | $5,151-32.2% | $4,628-24.5% | $4,779-26.9% |
| Participant deferral / active EE | $2,509 | $6,799-63.1% | $6,426-61.0% | $5,609-55.3% |
| Admin fee / account holder | $286 | $10,916-97.4% | $9,284-96.9% | $10,827-97.4% |