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 | $189,440 | $108,642+74.4% | $74,701+153.6% | $152,861+23.9% |
| Participation rate | 17.6% | 65.3%-47.7pp | 54.5%-36.8pp | 82.4%-64.8pp |
| Annual return | -23.12% | 114.06%-137.2pp | 752.92%-776.0pp | 345.32%-368.4pp |
| Employer contribution / active EE | $777 | $1,503-48.3% | $1,084-28.3% | $4,762-83.7% |
| Participant deferral / active EE | $1,605 | $2,712-40.8% | $1,964-18.3% | $5,850-72.6% |
| Admin fee / account holder | $3 | $4,902-99.9% | $3,333-99.9% | $11,596-100.0% |