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 | $39,817 | $158,817-74.9% | $121,196-67.1% | $135,375-70.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -17.71% | -0.64%-17.1pp | 16.93%-34.6pp | 519.73%-537.4pp |
| Employer contribution / active EE | $1,603 | $5,665-71.7% | $4,022-60.1% | $4,779-66.5% |
| Participant deferral / active EE | $10,085 | $4,005+151.8% | $3,344+201.5% | $5,609+79.8% |
| Admin fee / account holder | $24 | $6,512-99.6% | $5,019-99.5% | $10,827-99.8% |