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 9-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 | $179,067 | $108,172+65.5% | $77,482+131.1% | $158,922+12.7% |
| Participation rate | 50.0% | 64.4%-14.4pp | 54.2%-4.2pp | 82.0%-32.0pp |
| Annual return | -23.85% | 31.67%-55.5pp | 54.79%-78.6pp | 302.83%-326.7pp |
| Employer contribution / active EE | $392 | $1,325-70.4% | $986-60.3% | $4,761-91.8% |
| Participant deferral / active EE | $392 | $2,456-84.1% | $1,861-79.0% | $5,982-93.5% |
| Admin fee / account holder | $16 | $3,708-99.6% | $2,858-99.5% | $11,246-99.9% |