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 | $178,572 | $95,971+86.1% | $74,550+139.5% | $135,375+31.9% |
| Participation rate | 46.7% | 75.7%-29.0pp | 69.1%-22.5pp | 82.6%-36.0pp |
| Annual return | -9.63% | 56.96%-66.6pp | 32.53%-42.2pp | 519.73%-529.4pp |
| Employer contribution / active EE | $5,755 | $2,716+111.9% | $1,961+193.5% | $4,779+20.4% |
| Participant deferral / active EE | $4,543 | $3,843+18.2% | $3,108+46.2% | $5,609-19.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |