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 | $165,103 | $95,971+72.0% | $74,550+121.5% | $135,375+22.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -12.02% | 56.96%-69.0pp | 32.53%-44.6pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,267 | $2,716-16.6% | $1,961+15.6% | $4,779-52.6% |
| Participant deferral / active EE | $14,023 | $3,843+264.9% | $3,108+351.2% | $5,609+150.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |