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 9-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 | $48,372 | $97,757-50.5% | $83,848-42.3% | $135,375-64.3% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -10.56% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,419 | $4,222-66.4% | $3,631-60.9% | $4,779-70.3% |
| Participant deferral / active EE | $1,952 | $4,682-58.3% | $4,082-52.2% | $5,609-65.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |