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 | $75,127 | $54,350+38.2% | $82,719-9.2% | $68,494+9.7% |
| Participation rate | 32.3% | 63.9%-31.7pp | 72.6%-40.3pp | 67.9%-35.6pp |
| Annual return | -20.29% | -13.67%-6.6pp | 701.18%-721.5pp | -7.84%-12.4pp |
| Employer contribution / active EE | $803 | $2,218-63.8% | $3,009-73.3% | $2,596-69.1% |
| Participant deferral / active EE | $2,540 | $3,246-21.8% | $4,395-42.2% | $4,027-36.9% |
| Admin fee / account holder | $0 | $4,395-100.0% | $5,329-100.0% | $5,403-100.0% |