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 | $119,596 | $46,674+156.2% | $117,472+1.8% | $68,494+74.6% |
| Participation rate | 53.7% | 56.8%-3.1pp | 70.6%-16.9pp | 67.9%-14.2pp |
| Annual return | -21.41% | -14.52%-6.9pp | 29.74%-51.1pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,444 | $1,505-4.0% | $4,176-65.4% | $2,596-44.4% |
| Participant deferral / active EE | $3,239 | $2,636+22.9% | $4,070-20.4% | $4,027-19.6% |
| Admin fee / account holder | $110 | $4,020-97.3% | $5,645-98.1% | $5,403-98.0% |