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 | $79,533 | $99,032-19.7% | $80,019-0.6% | $135,375-41.3% |
| Participation rate | 60.0% | 78.4%-18.4pp | 75.8%-15.8pp | 82.6%-22.6pp |
| Annual return | -9.12% | 15.39%-24.5pp | 11.22%-20.3pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,392 | $3,043-21.4% | $2,468-3.1% | $4,779-49.9% |
| Participant deferral / active EE | $4,158 | $4,282-2.9% | $3,686+12.8% | $5,609-25.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |