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 9-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 | $30,723 | $75,828-59.5% | $147,614-79.2% | $59,632-48.5% |
| Participation rate | 45.2% | 71.6%-26.4pp | 84.6%-39.5pp | 68.7%-23.5pp |
| Annual return | -2.82% | 0.37%-3.2pp | 61.98%-64.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,232 | $3,130-60.7% | $4,895-74.8% | $3,192-61.4% |
| Admin fee / account holder | $64 | $5,985-98.9% | $11,611-99.4% | $4,297-98.5% |