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 5-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 | $92,386 | $99,640-7.3% | $86,436+6.9% | $134,475-31.3% |
| Participation rate | 25.0% | 82.0%-57.0pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -30.46% | 6782.58%-6813.0pp | 4394.89%-4425.4pp | 417.96%-448.4pp |
| Employer contribution / active EE | $796 | $4,400-81.9% | $3,769-78.9% | $4,740-83.2% |
| Participant deferral / active EE | $3,068 | $7,246-57.7% | $6,952-55.9% | $6,400-52.1% |
| Admin fee / account holder | $171 | $8,371-98.0% | $6,731-97.5% | $11,426-98.5% |