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 | $110,178 | $138,044-20.2% | $125,339-12.1% | $134,475-18.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -25.36% | 750.33%-775.7pp | 572.05%-597.4pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,657 | $5,243-68.4% | $4,814-65.6% | $4,740-65.0% |
| Participant deferral / active EE | $4,101 | $7,799-47.4% | $7,446-44.9% | $6,400-35.9% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |