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 | $60,481 | $180,449-66.5% | $154,107-60.8% | $135,375-55.3% |
| Participation rate | 40.0% | 87.4%-47.4pp | 83.0%-43.0pp | 82.6%-42.6pp |
| Annual return | -11.25% | 888.09%-899.3pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,398 | $6,035-60.3% | $5,298-54.7% | $4,779-49.8% |
| Participant deferral / active EE | $12,706 | $5,806+118.8% | $5,081+150.1% | $5,609+126.5% |
| Admin fee / account holder | $15 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |