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 6-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 | $166,193 | $81,632+103.6% | $70,449+135.9% | $158,922+4.6% |
| Participation rate | 10.5% | 77.7%-67.2pp | 75.1%-64.5pp | 82.0%-71.4pp |
| Annual return | -30.02% | 208.40%-238.4pp | 109.03%-139.1pp | 302.83%-332.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $173 | $6,193-97.2% | $3,845-95.5% | $11,246-98.5% |