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 | $55,731 | $99,640-44.1% | $86,436-35.5% | $134,475-58.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.49% | 6782.58%-6804.1pp | 4394.89%-4416.4pp | 417.96%-439.5pp |
| Employer contribution / active EE | $2,162 | $4,400-50.9% | $3,769-42.6% | $4,740-54.4% |
| Participant deferral / active EE | $5,793 | $7,246-20.0% | $6,952-16.7% | $6,400-9.5% |
| Admin fee / account holder | $294 | $8,371-96.5% | $6,731-95.6% | $11,426-97.4% |