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 8-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 | $146,544 | $102,966+42.3% | $90,281+62.3% | $152,861-4.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | -2.31% | 95.16%-97.5pp | 78.10%-80.4pp | 345.32%-347.6pp |
| Employer contribution / active EE | $1,090 | $3,139-65.3% | $2,854-61.8% | $4,762-77.1% |
| Participant deferral / active EE | $3,647 | $4,281-14.8% | $3,885-6.1% | $5,850-37.7% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |