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 | $32,174 | $49,173-34.6% | $121,098-73.4% | $75,163-57.2% |
| Participation rate | 68.0% | 55.4%+12.6pp | 69.5%-1.5pp | 67.2%+0.8pp |
| Annual return | -0.31% | 55.99%-56.3pp | 985.75%-986.1pp | 160.62%-160.9pp |
| Employer contribution / active EE | $1,472 | $1,546-4.8% | $4,164-64.6% | $2,670-44.9% |
| Participant deferral / active EE | $2,363 | $2,628-10.1% | $4,080-42.1% | $4,125-42.7% |
| Admin fee / account holder | $0 | $3,942-100.0% | $5,644-100.0% | $5,651-100.0% |