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 | $60,195 | $100,852-40.3% | $90,404-33.4% | $158,922-62.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | -18.11% | 1724.20%-1742.3pp | 1293.02%-1311.1pp | 302.83%-320.9pp |
| Employer contribution / active EE | $5,624 | $3,689+52.5% | $3,262+72.4% | $4,761+18.1% |
| Participant deferral / active EE | $3,674 | $4,348-15.5% | $3,963-7.3% | $5,982-38.6% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |