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 5-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 | $129,795 | $183,519-29.3% | $155,509-16.5% | $145,922-11.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | -7.35% | 61.17%-68.5pp | 64.67%-72.0pp | 561.29%-568.6pp |
| Employer contribution / active EE | $6,207 | $5,313+16.8% | $4,672+32.8% | $4,660+33.2% |
| Participant deferral / active EE | $13,162 | $6,462+103.7% | $5,626+133.9% | $6,688+96.8% |
| Admin fee / account holder | $25 | $19,313-99.9% | $15,912-99.8% | $13,397-99.8% |