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 | $170,025 | $180,449-5.8% | $154,107+10.3% | $135,375+25.6% |
| Participation rate | 41.7% | 87.4%-45.8pp | 83.0%-41.4pp | 82.6%-41.0pp |
| Annual return | -11.97% | 888.09%-900.1pp | 735.12%-747.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $3,012 | $6,035-50.1% | $5,298-43.1% | $4,779-37.0% |
| Participant deferral / active EE | $5,907 | $5,806+1.7% | $5,081+16.3% | $5,609+5.3% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |