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 | $110,107 | $190,805-42.3% | $159,960-31.2% | $134,475-18.1% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -42.90% | 552.23%-595.1pp | 408.60%-451.5pp | 417.96%-460.9pp |
| Employer contribution / active EE | $14,492 | $4,995+190.1% | $4,226+242.9% | $4,740+205.8% |
| Participant deferral / active EE | $13,421 | $6,923+93.9% | $6,182+117.1% | $6,400+109.7% |
| Admin fee / account holder | $162 | $10,471-98.5% | $8,698-98.1% | $11,426-98.6% |