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 | $172,918 | $190,805-9.4% | $159,960+8.1% | $134,475+28.6% |
| Participation rate | 33.3% | 81.9%-48.6pp | 78.0%-44.6pp | 81.2%-47.9pp |
| Annual return | -22.83% | 552.23%-575.1pp | 408.60%-431.4pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,848 | $4,995-63.0% | $4,226-56.3% | $4,740-61.0% |
| Participant deferral / active EE | $5,067 | $6,923-26.8% | $6,182-18.0% | $6,400-20.8% |
| Admin fee / account holder | $20 | $10,471-99.8% | $8,698-99.8% | $11,426-99.8% |