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 | $192,292 | $54,350+253.8% | $82,719+132.5% | $68,494+180.7% |
| Participation rate | 17.2% | 63.9%-46.7pp | 72.6%-55.3pp | 67.9%-50.6pp |
| Annual return | -22.69% | -13.67%-9.0pp | 701.18%-723.9pp | -7.84%-14.8pp |
| Employer contribution / active EE | $380 | $2,218-82.8% | $3,009-87.4% | $2,596-85.3% |
| Participant deferral / active EE | $1,286 | $3,246-60.4% | $4,395-70.7% | $4,027-68.1% |
| Admin fee / account holder | $20 | $4,395-99.5% | $5,329-99.6% | $5,403-99.6% |