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 | $37,666 | $84,695-55.5% | $73,843-49.0% | $125,391-70.0% |
| Participation rate | 14.3% | 76.8%-62.5pp | 73.4%-59.2pp | 83.2%-68.9pp |
| Annual return | -6.23% | 3123.53%-3129.8pp | 2267.84%-2274.1pp | 282.22%-288.5pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $894 | $3,992-77.6% | $3,583-75.1% | $5,352-83.3% |
| Admin fee / account holder | $0 | $5,691-100.0% | $4,880-100.0% | $9,540-100.0% |