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 | $135,452 | $209,411-35.3% | $178,490-24.1% | $158,922-14.8% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | -4.76% | 188.75%-193.5pp | 151.07%-155.8pp | 302.83%-307.6pp |
| Employer contribution / active EE | $3,123 | $5,706-45.3% | $5,011-37.7% | $4,761-34.4% |
| Participant deferral / active EE | $4,865 | $5,954-18.3% | $5,202-6.5% | $5,982-18.7% |
| Admin fee / account holder | $284 | $17,074-98.3% | $13,984-98.0% | $11,246-97.5% |