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 | $43,213 | $185,200-76.7% | $142,863-69.8% | $167,490-74.2% |
| Participation rate | 11.1% | 78.4%-67.3pp | 71.9%-60.8pp | 82.1%-71.0pp |
| Annual return | -0.16% | 8555.70%-8555.9pp | 5637.54%-5637.7pp | 478.56%-478.7pp |
| Employer contribution / active EE | $298 | $5,604-94.7% | $4,144-92.8% | $4,837-93.8% |
| Participant deferral / active EE | $373 | $4,494-91.7% | $3,837-90.3% | $6,341-94.1% |
| Admin fee / account holder | $60 | $8,031-99.3% | $6,560-99.1% | $12,309-99.5% |