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 6-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 | $35,723 | $109,817-67.5% | $98,442-63.7% | $167,490-78.7% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | -13.66% | 1956.69%-1970.4pp | 1492.73%-1506.4pp | 478.56%-492.2pp |
| Employer contribution / active EE | $2,190 | $3,224-32.1% | $2,960-26.0% | $4,837-54.7% |
| Participant deferral / active EE | $2,190 | $4,673-53.1% | $4,276-48.8% | $6,341-65.5% |
| Admin fee / account holder | $0 | $6,753-100.0% | $5,949-100.0% | $12,309-100.0% |