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 | $66,155 | $68,346-3.2% | $94,646-30.1% | $75,163-12.0% |
| Participation rate | 69.4% | 76.1%-6.7pp | 80.8%-11.4pp | 67.2%+2.2pp |
| Annual return | -7.27% | 616.93%-624.2pp | 156.71%-164.0pp | 160.62%-167.9pp |
| Employer contribution / active EE | $1,707 | $2,701-36.8% | $3,672-53.5% | $2,670-36.0% |
| Participant deferral / active EE | $4,715 | $6,537-27.9% | $7,418-36.4% | $4,125+14.3% |
| Admin fee / account holder | $228 | $5,326-95.7% | $7,231-96.9% | $5,651-96.0% |