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 7-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 | $213,901 | $99,877+114.2% | $84,966+151.7% | $145,922+46.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | -27.54% | 83.76%-111.3pp | 66.38%-93.9pp | 561.29%-588.8pp |
| Employer contribution / active EE | $1,911 | $3,231-40.9% | $2,727-29.9% | $4,660-59.0% |
| Participant deferral / active EE | $12,732 | $5,291+140.7% | $4,519+181.7% | $6,688+90.4% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |