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 | $131,572 | $82,664+59.2% | $125,339+5.0% | $68,494+92.1% |
| Participation rate | 51.6% | 75.0%-23.4pp | 82.4%-30.8pp | 67.9%-16.3pp |
| Annual return | -20.45% | -5.97%-14.5pp | 572.05%-592.5pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,190 | $3,381-64.8% | $4,814-75.3% | $2,596-54.2% |
| Participant deferral / active EE | $4,057 | $6,110-33.6% | $7,446-45.5% | $4,027+0.7% |
| Admin fee / account holder | $66 | $6,275-98.9% | $10,010-99.3% | $5,403-98.8% |