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 | $155,575 | $165,984-6.3% | $164,813-5.6% | $145,922+6.6% |
| Participation rate | 11.1% | 82.0%-70.9pp | 78.6%-67.5pp | 80.3%-69.2pp |
| Annual return | -31.84% | 100.03%-131.9pp | 69.93%-101.8pp | 561.29%-593.1pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $165 | $16,648-99.0% | $12,690-98.7% | $13,397-98.8% |