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 | $107,703 | $114,381-5.8% | $107,525+0.2% | $142,382-24.4% |
| Participation rate | 57.1% | 78.1%-21.0pp | 75.1%-17.9pp | 80.1%-23.0pp |
| Annual return | -21.30% | 242.71%-264.0pp | 181.32%-202.6pp | 217.08%-238.4pp |
| Employer contribution / active EE | $1,879 | $4,015-53.2% | $3,754-50.0% | $4,299-56.3% |
| Participant deferral / active EE | $7,594 | $5,564+36.5% | $5,116+48.4% | $6,507+16.7% |
| Admin fee / account holder | $7 | $9,860-99.9% | $8,919-99.9% | $12,624-99.9% |