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 | $86,699 | $180,449-52.0% | $154,107-43.7% | $135,375-36.0% |
| Participation rate | 33.3% | 87.4%-54.1pp | 83.0%-49.7pp | 82.6%-49.3pp |
| Annual return | -10.22% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-530.0pp |
| Employer contribution / active EE | $2,720 | $6,035-54.9% | $5,298-48.7% | $4,779-43.1% |
| Participant deferral / active EE | $11,333 | $5,806+95.2% | $5,081+123.1% | $5,609+102.1% |
| Admin fee / account holder | $210 | $16,143-98.7% | $13,411-98.4% | $10,827-98.1% |