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 | $140,605 | $211,958-33.7% | $169,463-17.0% | $135,375+3.9% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -9.56% | 3.26%-12.8pp | 1.83%-11.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,243 | $5,120-56.2% | $4,159-46.1% | $4,779-53.1% |
| Participant deferral / active EE | $12,333 | $6,075+103.0% | $5,277+133.7% | $5,609+119.9% |
| Admin fee / account holder | $0 | $11,471-100.0% | $9,109-100.0% | $10,827-100.0% |