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 | $74,685 | $168,632-55.7% | $147,614-49.4% | $125,391-40.4% |
| Participation rate | 33.3% | 88.8%-55.4pp | 84.6%-51.3pp | 83.2%-49.9pp |
| Annual return | -21.72% | 77.65%-99.4pp | 61.98%-83.7pp | 282.22%-303.9pp |
| Employer contribution / active EE | $1,694 | $6,252-72.9% | $5,564-69.6% | $4,866-65.2% |
| Participant deferral / active EE | $6,000 | $5,507+9.0% | $4,895+22.6% | $5,352+12.1% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |