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 | $66,877 | $76,000-12.0% | $154,107-56.6% | $64,186+4.2% |
| Participation rate | 44.4% | 70.4%-26.0pp | 83.0%-38.6pp | 69.6%-25.1pp |
| Annual return | -8.34% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,046 | $3,351-68.8% | $5,298-80.3% | $2,381-56.1% |
| Participant deferral / active EE | $3,173 | $3,175-0.1% | $5,081-37.6% | $3,470-8.6% |
| Admin fee / account holder | $99 | $5,596-98.2% | $13,411-99.3% | $4,888-98.0% |