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 10-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 | $122,428 | $91,538+33.7% | $129,995-5.8% | $75,163+62.9% |
| Participation rate | 36.5% | 71.4%-34.9pp | 78.5%-41.9pp | 67.2%-30.7pp |
| Annual return | 3.57% | -631.11%+634.7pp | -137.18%+140.8pp | 160.62%-157.0pp |
| Employer contribution / active EE | $1,266 | $2,845-55.5% | $4,320-70.7% | $2,670-52.6% |
| Participant deferral / active EE | $2,202 | $4,341-49.3% | $5,820-62.2% | $4,125-46.6% |
| Admin fee / account holder | $11 | $6,790-99.8% | $10,614-99.9% | $5,651-99.8% |