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 | $126,287 | $67,214+87.9% | $61,491+105.4% | $134,475-6.1% |
| Participation rate | 33.3% | 83.7%-50.4pp | 79.3%-46.0pp | 81.2%-47.9pp |
| Annual return | -22.34% | -12.08%-10.3pp | -12.98%-9.4pp | 417.96%-440.3pp |
| Employer contribution / active EE | $3,371 | $4,974-32.2% | $4,246-20.6% | $4,740-28.9% |
| Participant deferral / active EE | $6,458 | $6,103+5.8% | $5,188+24.5% | $6,400+0.9% |
| Admin fee / account holder | $0 | $4,610-100.0% | $4,312-100.0% | $11,426-100.0% |