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 | $25,243 | $95,971-73.7% | $74,550-66.1% | $135,375-81.4% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | -19.34% | 56.96%-76.3pp | 32.53%-51.9pp | 519.73%-539.1pp |
| Employer contribution / active EE | $2,241 | $2,716-17.5% | $1,961+14.3% | $4,779-53.1% |
| Participant deferral / active EE | $7,368 | $3,843+91.7% | $3,108+137.0% | $5,609+31.4% |
| Admin fee / account holder | $4 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |