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 | $67,120 | $138,065-51.4% | $123,544-45.7% | $135,375-50.4% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -27.64% | 153.68%-181.3pp | 119.20%-146.8pp | 519.73%-547.4pp |
| Employer contribution / active EE | $3,581 | $5,151-30.5% | $4,628-22.6% | $4,779-25.1% |
| Participant deferral / active EE | $5,381 | $6,799-20.9% | $6,426-16.3% | $5,609-4.1% |
| Admin fee / account holder | $176 | $10,916-98.4% | $9,284-98.1% | $10,827-98.4% |