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 | $126,117 | $27,641+356.3% | $61,373+105.5% | $68,494+84.1% |
| Participation rate | 25.8% | 39.5%-13.7pp | 52.6%-26.8pp | 67.9%-42.1pp |
| Annual return | -22.52% | -13.24%-9.3pp | 338.61%-361.1pp | -7.84%-14.7pp |
| Employer contribution / active EE | $582 | $695-16.3% | $1,159-49.8% | $2,596-77.6% |
| Participant deferral / active EE | $1,536 | $1,263+21.6% | $2,125-27.7% | $4,027-61.9% |
| Admin fee / account holder | $30 | $2,010-98.5% | $2,130-98.6% | $5,403-99.5% |