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 | $11,165 | $156,846-92.9% | $121,098-90.8% | $139,434-92.0% |
| Participation rate | 57.9% | 76.4%-18.5pp | 69.5%-11.6pp | 80.3%-22.4pp |
| Annual return | -82.78% | 1474.56%-1557.3pp | 985.75%-1068.5pp | 372.94%-455.7pp |
| Employer contribution / active EE | $1,180 | $5,536-78.7% | $4,164-71.6% | $4,751-75.2% |
| Participant deferral / active EE | $2,174 | $4,844-55.1% | $4,080-46.7% | $6,710-67.6% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,644-100.0% | $11,403-100.0% |