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 | $93,855 | $97,757-4.0% | $83,848+11.9% | $135,375-30.7% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -10.90% | 1287.37%-1298.3pp | 850.88%-861.8pp | 519.73%-530.6pp |
| Employer contribution / active EE | $742 | $4,222-82.4% | $3,631-79.6% | $4,779-84.5% |
| Participant deferral / active EE | $6,857 | $4,682+46.5% | $4,082+68.0% | $5,609+22.3% |
| Admin fee / account holder | $166 | $6,674-97.5% | $5,478-97.0% | $10,827-98.5% |