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 8-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 | $59,001 | $100,852-41.5% | $90,404-34.7% | $158,922-62.9% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | -2.17% | 1724.20%-1726.4pp | 1293.02%-1295.2pp | 302.83%-305.0pp |
| Employer contribution / active EE | $852 | $3,689-76.9% | $3,262-73.9% | $4,761-82.1% |
| Participant deferral / active EE | $961 | $4,348-77.9% | $3,963-75.7% | $5,982-83.9% |
| Admin fee / account holder | $63 | $6,501-99.0% | $5,611-98.9% | $11,246-99.4% |