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 | $114,536 | $111,724+2.5% | $93,606+22.4% | $145,922-21.5% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | -0.65% | 202.98%-203.6pp | 133.20%-133.8pp | 561.29%-561.9pp |
| Employer contribution / active EE | $1,001 | $3,090-67.6% | $2,420-58.6% | $4,660-78.5% |
| Participant deferral / active EE | $2,848 | $4,912-42.0% | $4,411-35.4% | $6,688-57.4% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |