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 | $146,904 | $133,958+9.7% | $112,228+30.9% | $134,475+9.2% |
| Participation rate | 55.6% | 78.6%-23.0pp | 75.1%-19.5pp | 81.2%-25.7pp |
| Annual return | -25.68% | 47.11%-72.8pp | 27.45%-53.1pp | 417.96%-443.6pp |
| Employer contribution / active EE | $2,967 | $4,038-26.5% | $3,635-18.4% | $4,740-37.4% |
| Participant deferral / active EE | $7,719 | $5,291+45.9% | $4,728+63.3% | $6,400+20.6% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |