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 | $196,889 | $92,222+113.5% | $76,768+156.5% | $135,375+45.4% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -12.21% | 5.46%-17.7pp | 2.43%-14.6pp | 519.73%-531.9pp |
| Employer contribution / active EE | $3,429 | $3,216+6.6% | $2,485+38.0% | $4,779-28.2% |
| Participant deferral / active EE | $16,333 | $4,509+262.3% | $3,852+324.1% | $5,609+191.2% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |