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 | $22,822 | $99,640-77.1% | $86,436-73.6% | $134,475-83.0% |
| Participation rate | 25.0% | 82.0%-57.0pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -22.51% | 6782.58%-6805.1pp | 4394.89%-4417.4pp | 417.96%-440.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $0 | $7,246-100.0% | $6,952-100.0% | $6,400-100.0% |
| Admin fee / account holder | $96 | $8,371-98.9% | $6,731-98.6% | $11,426-99.2% |