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 | $64,650 | $67,331-4.0% | $60,874+6.2% | $134,475-51.9% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.1%-6.4pp | 81.2%-14.6pp |
| Annual return | -20.93% | 49.93%-70.9pp | 16.90%-37.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $1,028 | $3,096-66.8% | $2,701-61.9% | $4,740-78.3% |
| Participant deferral / active EE | $4,639 | $4,538+2.2% | $3,817+21.6% | $6,400-27.5% |
| Admin fee / account holder | $9 | $4,582-99.8% | $3,224-99.7% | $11,426-99.9% |