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 | $203,221 | $88,594+129.4% | $70,092+189.9% | $134,475+51.1% |
| Participation rate | 28.6% | 74.9%-46.4pp | 70.5%-41.9pp | 81.2%-52.7pp |
| Annual return | -22.45% | 442.67%-465.1pp | 190.73%-213.2pp | 417.96%-440.4pp |
| Employer contribution / active EE | $1,232 | $3,233-61.9% | $2,559-51.8% | $4,740-74.0% |
| Participant deferral / active EE | $4,900 | $4,772+2.7% | $3,849+27.3% | $6,400-23.4% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,267-100.0% | $11,426-100.0% |