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 | $10,839 | $92,703-88.3% | $82,719-86.9% | $134,475-91.9% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -28.42% | 944.92%-973.3pp | 701.18%-729.6pp | 417.96%-446.4pp |
| Employer contribution / active EE | $2,076 | $3,274-36.6% | $3,009-31.0% | $4,740-56.2% |
| Participant deferral / active EE | $3,096 | $4,802-35.5% | $4,395-29.6% | $6,400-51.6% |
| Admin fee / account holder | $73 | $5,983-98.8% | $5,329-98.6% | $11,426-99.4% |