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 | $77,861 | $100,852-22.8% | $90,404-13.9% | $158,922-51.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -6.12% | 1724.20%-1730.3pp | 1293.02%-1299.1pp | 302.83%-308.9pp |
| Employer contribution / active EE | $1,689 | $3,689-54.2% | $3,262-48.2% | $4,761-64.5% |
| Participant deferral / active EE | $5,259 | $4,348+21.0% | $3,963+32.7% | $5,982-12.1% |
| Admin fee / account holder | $51 | $6,501-99.2% | $5,611-99.1% | $11,246-99.6% |