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 7-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 | $132,467 | $70,756+87.2% | $65,493+102.3% | $142,382-7.0% |
| Participation rate | 54.5% | 77.4%-22.8pp | 73.1%-18.5pp | 80.1%-25.6pp |
| Annual return | -0.47% | 1754.89%-1755.4pp | 982.45%-982.9pp | 217.08%-217.5pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $16 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |