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 | $88,016 | $82,286+7.0% | $68,791+27.9% | $134,475-34.5% |
| Participation rate | 63.6% | 75.1%-11.4pp | 69.0%-5.4pp | 81.2%-17.6pp |
| Annual return | -22.41% | -2.19%-20.2pp | -6.38%-16.0pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,918 | $3,301+18.7% | $2,655+47.6% | $4,740-17.3% |
| Participant deferral / active EE | $7,802 | $4,739+64.6% | $3,941+98.0% | $6,400+21.9% |
| Admin fee / account holder | $11 | $6,481-99.8% | $4,932-99.8% | $11,426-99.9% |