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 8-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 | $104,358 | $135,635-23.1% | $110,238-5.3% | $135,375-22.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -17.40% | 513.19%-530.6pp | 314.74%-332.1pp | 519.73%-537.1pp |
| Employer contribution / active EE | $24,333 | $4,906+396.0% | $3,826+535.9% | $4,779+409.2% |
| Participant deferral / active EE | $14,333 | $5,506+160.3% | $4,672+206.8% | $5,609+155.6% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |