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 | $103,263 | $85,790+20.4% | $67,313+53.4% | $135,375-23.7% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -10.66% | -0.54%-10.1pp | -4.08%-6.6pp | 519.73%-530.4pp |
| Employer contribution / active EE | $2,316 | $3,487-33.6% | $2,566-9.7% | $4,779-51.5% |
| Participant deferral / active EE | $5,917 | $4,651+27.2% | $3,568+65.8% | $5,609+5.5% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,827-100.0% |