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 | $57,177 | $138,044-58.6% | $125,339-54.4% | $134,475-57.5% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -23.23% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,888 | $5,243-64.0% | $4,814-60.8% | $4,740-60.2% |
| Participant deferral / active EE | $4,495 | $7,799-42.4% | $7,446-39.6% | $6,400-29.8% |
| Admin fee / account holder | $0 | $11,571-100.0% | $10,010-100.0% | $11,426-100.0% |