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 | $207,861 | $92,222+125.4% | $76,768+170.8% | $135,375+53.5% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | -9.58% | 5.46%-15.0pp | 2.43%-12.0pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,028 | $3,216-68.0% | $2,485-58.6% | $4,779-78.5% |
| Participant deferral / active EE | $3,595 | $4,509-20.3% | $3,852-6.7% | $5,609-35.9% |
| Admin fee / account holder | $17 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |