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 | $86,088 | $70,606+21.9% | $53,898+59.7% | $142,382-39.5% |
| Participation rate | 42.9% | 63.7%-20.8pp | 55.0%-12.1pp | 80.1%-37.3pp |
| Annual return | -54.64% | 619.81%-674.4pp | 528.60%-583.2pp | 217.08%-271.7pp |
| Employer contribution / active EE | $478 | $1,202-60.2% | $932-48.7% | $4,299-88.9% |
| Participant deferral / active EE | $740 | $2,364-68.7% | $1,826-59.5% | $6,507-88.6% |
| Admin fee / account holder | $174 | $2,852-93.9% | $2,491-93.0% | $12,624-98.6% |