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 | $64,868 | $112,096-42.1% | $95,952-32.4% | $158,922-59.2% |
| Participation rate | 36.4% | 79.0%-42.6pp | 77.1%-40.7pp | 82.0%-45.6pp |
| Annual return | -51.17% | 171.09%-222.3pp | 91.61%-142.8pp | 302.83%-354.0pp |
| Employer contribution / active EE | $1,342 | $3,198-58.0% | $2,541-47.2% | $4,761-71.8% |
| Participant deferral / active EE | $2,385 | $4,784-50.1% | $4,167-42.8% | $5,982-60.1% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |