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 | $40,625 | $99,877-59.3% | $84,966-52.2% | $145,922-72.2% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | -25.73% | 83.76%-109.5pp | 66.38%-92.1pp | 561.29%-587.0pp |
| Employer contribution / active EE | $1,541 | $3,231-52.3% | $2,727-43.5% | $4,660-66.9% |
| Participant deferral / active EE | $2,226 | $5,291-57.9% | $4,519-50.7% | $6,688-66.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |