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 | $157,926 | $104,974+50.4% | $95,585+65.2% | $142,382+10.9% |
| Participation rate | 66.7% | 75.0%-8.3pp | 72.1%-5.4pp | 80.1%-13.5pp |
| Annual return | -5.14% | 210.33%-215.5pp | 38.56%-43.7pp | 217.08%-222.2pp |
| Employer contribution / active EE | $813 | $2,779-70.7% | $2,527-67.8% | $4,299-81.1% |
| Participant deferral / active EE | $1,283 | $4,352-70.5% | $4,023-68.1% | $6,507-80.3% |
| Admin fee / account holder | $0 | $6,386-100.0% | $6,127-100.0% | $12,624-100.0% |