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 | $162,105 | $217,402-25.4% | $185,823-12.8% | $167,490-3.2% |
| Participation rate | 66.7% | 86.0%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | -34.08% | 148.36%-182.4pp | 122.05%-156.1pp | 478.56%-512.6pp |
| Employer contribution / active EE | $1,967 | $5,873-66.5% | $5,167-61.9% | $4,837-59.3% |
| Participant deferral / active EE | $2,367 | $6,356-62.8% | $5,568-57.5% | $6,341-62.7% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |