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 | $90,870 | $180,449-49.6% | $154,107-41.0% | $135,375-32.9% |
| Participation rate | 53.8% | 87.4%-33.6pp | 83.0%-29.2pp | 82.6%-28.8pp |
| Annual return | -14.82% | 888.09%-902.9pp | 735.12%-749.9pp | 519.73%-534.6pp |
| Employer contribution / active EE | $2,422 | $6,035-59.9% | $5,298-54.3% | $4,779-49.3% |
| Participant deferral / active EE | $7,735 | $5,806+33.2% | $5,081+52.3% | $5,609+37.9% |
| Admin fee / account holder | $216 | $16,143-98.7% | $13,411-98.4% | $10,827-98.0% |