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 | $116,690 | $102,604+13.7% | $86,188+35.4% | $139,434-16.3% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | -6.08% | 1922.51%-1928.6pp | 1168.45%-1174.5pp | 372.94%-379.0pp |
| Employer contribution / active EE | $1,597 | $3,032-47.3% | $2,380-32.9% | $4,751-66.4% |
| Participant deferral / active EE | $6,462 | $4,676+38.2% | $3,985+62.1% | $6,710-3.7% |
| Admin fee / account holder | $245 | $8,657-97.2% | $6,852-96.4% | $11,403-97.9% |