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 4-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 | $99,140 | $106,515-6.9% | $96,683+2.5% | $139,434-28.9% |
| Participation rate | 27.3% | 77.8%-50.6pp | 74.3%-47.1pp | 80.3%-53.0pp |
| Annual return | -42.42% | 38.43%-80.8pp | 35.69%-78.1pp | 372.94%-415.4pp |
| Employer contribution / active EE | $1,355 | $4,103-67.0% | $3,737-63.7% | $4,751-71.5% |
| Participant deferral / active EE | $3,449 | $5,454-36.8% | $4,878-29.3% | $6,710-48.6% |
| Admin fee / account holder | $11 | $7,877-99.9% | $6,730-99.8% | $11,403-99.9% |