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 | $97,587 | $100,754-3.1% | $86,677+12.6% | $134,475-27.4% |
| Participation rate | 60.0% | 78.9%-18.9pp | 76.6%-16.6pp | 81.2%-21.2pp |
| Annual return | -21.66% | 29.04%-50.7pp | 35.91%-57.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $5,364 | $3,489+53.7% | $2,836+89.1% | $4,740+13.2% |
| Participant deferral / active EE | $18,448 | $5,338+245.6% | $4,656+296.2% | $6,400+188.3% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |