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 | $72,277 | $180,449-59.9% | $154,107-53.1% | $135,375-46.6% |
| Participation rate | 56.5% | 87.4%-30.9pp | 83.0%-26.5pp | 82.6%-26.1pp |
| Annual return | -8.88% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,754 | $6,035-70.9% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $6,045 | $5,806+4.1% | $5,081+19.0% | $5,609+7.8% |
| Admin fee / account holder | $140 | $16,143-99.1% | $13,411-99.0% | $10,827-98.7% |