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 | $122,377 | $45,566+168.6% | $64,105+90.9% | $59,632+105.2% |
| Participation rate | 20.0% | 60.2%-40.2pp | 68.2%-48.2pp | 68.7%-48.7pp |
| Annual return | -4.41% | 4.95%-9.4pp | 791.24%-795.7pp | 2041.28%-2045.7pp |
| Employer contribution / active EE | $721 | $934-22.8% | $1,820-60.4% | $2,203-67.3% |
| Participant deferral / active EE | $2,400 | $2,057+16.7% | $2,822-14.9% | $3,192-24.8% |
| Admin fee / account holder | $0 | $3,268-100.0% | $4,499-100.0% | $4,297-100.0% |