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 | $52,799 | $105,998-50.2% | $92,233-42.8% | $147,584-64.2% |
| Participation rate | 25.0% | 80.4%-55.4pp | 76.5%-51.5pp | 82.8%-57.8pp |
| Annual return | 0.46% | 50.05%-49.6pp | 176.28%-175.8pp | 578.55%-578.1pp |
| Employer contribution / active EE | $1,219 | $4,333-71.9% | $3,679-66.9% | $4,876-75.0% |
| Participant deferral / active EE | $5,250 | $4,478+17.2% | $3,897+34.7% | $5,439-3.5% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |