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 | $96,998 | $92,703+4.6% | $82,719+17.3% | $134,475-27.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.34% | 944.92%-967.3pp | 701.18%-723.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $758 | $3,274-76.9% | $3,009-74.8% | $4,740-84.0% |
| Participant deferral / active EE | $1,908 | $4,802-60.3% | $4,395-56.6% | $6,400-70.2% |
| Admin fee / account holder | $5 | $5,983-99.9% | $5,329-99.9% | $11,426-100.0% |