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 | $229,619 | $88,751+158.7% | $81,812+180.7% | $145,922+57.4% |
| Participation rate | 22.2% | 75.0%-52.8pp | 72.3%-50.1pp | 80.3%-58.1pp |
| Annual return | -0.48% | 1025.40%-1025.9pp | 773.79%-774.3pp | 561.29%-561.8pp |
| Employer contribution / active EE | $383 | $3,083-87.6% | $2,912-86.8% | $4,660-91.8% |
| Participant deferral / active EE | $958 | $4,643-79.4% | $4,319-77.8% | $6,688-85.7% |
| Admin fee / account holder | $145 | $8,415-98.3% | $7,386-98.0% | $13,397-98.9% |