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 | $100,384 | $138,065-27.3% | $123,544-18.7% | $135,375-25.8% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -10.12% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,064 | $5,151-79.3% | $4,628-77.0% | $4,779-77.7% |
| Participant deferral / active EE | $4,314 | $6,799-36.5% | $6,426-32.9% | $5,609-23.1% |
| Admin fee / account holder | -$466 | $10,916-104.3% | $9,284-105.0% | $10,827-104.3% |