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 | $24,698 | $138,065-82.1% | $123,544-80.0% | $135,375-81.8% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -13.43% | 153.68%-167.1pp | 119.20%-132.6pp | 519.73%-533.2pp |
| Employer contribution / active EE | $1,672 | $5,151-67.5% | $4,628-63.9% | $4,779-65.0% |
| Participant deferral / active EE | $5,450 | $6,799-19.8% | $6,426-15.2% | $5,609-2.8% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |