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 | $71,974 | $104,486-31.1% | $76,817-6.3% | $152,861-52.9% |
| Participation rate | 50.0% | 76.6%-26.6pp | 72.1%-22.1pp | 82.4%-32.4pp |
| Annual return | -0.84% | 1013.37%-1014.2pp | 1166.11%-1166.9pp | 345.32%-346.2pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,302-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,850-100.0% |
| Admin fee / account holder | $4 | $12,275-100.0% | $6,420-99.9% | $11,596-100.0% |