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 | $83,710 | $147,727-43.3% | $115,756-27.7% | $134,475-37.8% |
| Participation rate | 66.7% | 80.4%-13.8pp | 77.1%-10.4pp | 81.2%-14.6pp |
| Annual return | -23.24% | 73.96%-97.2pp | 143.14%-166.4pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,097 | $4,713-55.5% | $3,793-44.7% | $4,740-55.8% |
| Participant deferral / active EE | $8,547 | $7,563+13.0% | $6,254+36.7% | $6,400+33.6% |
| Admin fee / account holder | $19 | $14,571-99.9% | $8,124-99.8% | $11,426-99.8% |