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 10-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 | $64,439 | $82,630-22.0% | $64,105+0.5% | $125,391-48.6% |
| Participation rate | 30.0% | 75.9%-45.9pp | 68.2%-38.2pp | 83.2%-53.2pp |
| Annual return | -5.71% | 1489.72%-1495.4pp | 791.24%-797.0pp | 282.22%-287.9pp |
| Employer contribution / active EE | $792 | $2,671-70.4% | $1,820-56.5% | $4,866-83.7% |
| Participant deferral / active EE | $1,260 | $3,608-65.1% | $2,822-55.4% | $5,352-76.5% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,540-100.0% |