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 | $76,054 | $97,757-22.2% | $83,848-9.3% | $135,375-43.8% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -11.33% | 1287.37%-1298.7pp | 850.88%-862.2pp | 519.73%-531.1pp |
| Employer contribution / active EE | $1,874 | $4,222-55.6% | $3,631-48.4% | $4,779-60.8% |
| Participant deferral / active EE | $6,531 | $4,682+39.5% | $4,082+60.0% | $5,609+16.4% |
| Admin fee / account holder | $45 | $6,674-99.3% | $5,478-99.2% | $10,827-99.6% |