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 | $175,251 | $190,805-8.2% | $159,960+9.6% | $134,475+30.3% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -24.65% | 552.23%-576.9pp | 408.60%-433.3pp | 417.96%-442.6pp |
| Employer contribution / active EE | $2,159 | $4,995-56.8% | $4,226-48.9% | $4,740-54.4% |
| Participant deferral / active EE | $9,375 | $6,923+35.4% | $6,182+51.6% | $6,400+46.5% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |