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 | $62,082 | $190,805-67.5% | $159,960-61.2% | $134,475-53.8% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -32.17% | 552.23%-584.4pp | 408.60%-440.8pp | 417.96%-450.1pp |
| Employer contribution / active EE | $16,915 | $4,995+238.6% | $4,226+300.3% | $4,740+256.9% |
| Participant deferral / active EE | $10,317 | $6,923+49.0% | $6,182+66.9% | $6,400+61.2% |
| Admin fee / account holder | $13 | $10,471-99.9% | $8,698-99.9% | $11,426-99.9% |