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 | $22,946 | $95,193-75.9% | $76,523-70.0% | $135,375-83.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -11.59% | 4.85%-16.4pp | -0.27%-11.3pp | 519.73%-531.3pp |
| Employer contribution / active EE | $1,666 | $3,302-49.5% | $2,647-37.1% | $4,779-65.1% |
| Participant deferral / active EE | $6,071 | $4,639+30.9% | $3,835+58.3% | $5,609+8.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,827-100.0% |