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 9-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 | $61,401 | $180,449-66.0% | $154,107-60.2% | $135,375-54.6% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -11.45% | 888.09%-899.5pp | 735.12%-746.6pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,703 | $6,035-71.8% | $5,298-67.9% | $4,779-64.4% |
| Participant deferral / active EE | $7,376 | $5,806+27.0% | $5,081+45.2% | $5,609+31.5% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |