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 | $29,147 | $180,449-83.8% | $154,107-81.1% | $135,375-78.5% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -10.30% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,628 | $6,035-73.0% | $5,298-69.3% | $4,779-65.9% |
| Participant deferral / active EE | $3,726 | $5,806-35.8% | $5,081-26.7% | $5,609-33.6% |
| Admin fee / account holder | $16 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |