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 | $116,994 | $92,222+26.9% | $76,768+52.4% | $135,375-13.6% |
| Participation rate | 58.8% | 79.8%-20.9pp | 77.0%-18.1pp | 82.6%-23.8pp |
| Annual return | -9.44% | 5.46%-14.9pp | 2.43%-11.9pp | 519.73%-529.2pp |
| Employer contribution / active EE | $889 | $3,216-72.3% | $2,485-64.2% | $4,779-81.4% |
| Participant deferral / active EE | $4,925 | $4,509+9.2% | $3,852+27.9% | $5,609-12.2% |
| Admin fee / account holder | $32 | $10,748-99.7% | $6,675-99.5% | $10,827-99.7% |