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 7-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 | $61,101 | $96,305-36.6% | $80,569-24.2% | $139,434-56.2% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | -0.10% | 1350.08%-1350.2pp | 935.43%-935.5pp | 372.94%-373.0pp |
| Employer contribution / active EE | $1,608 | $3,262-50.7% | $2,723-41.0% | $4,751-66.2% |
| Participant deferral / active EE | $1,702 | $5,232-67.5% | $4,447-61.7% | $6,710-74.6% |
| Admin fee / account holder | $24 | $6,599-99.6% | $5,377-99.5% | $11,403-99.8% |