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 | $93,638 | $45,566+105.5% | $64,105+46.1% | $59,632+57.0% |
| Participation rate | 22.6% | 60.2%-37.6pp | 68.2%-45.6pp | 68.7%-46.1pp |
| Annual return | -3.69% | 4.95%-8.6pp | 791.24%-794.9pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $610 | $934-34.7% | $1,820-66.5% | $2,203-72.3% |
| Participant deferral / active EE | $1,529 | $2,057-25.7% | $2,822-45.8% | $3,192-52.1% |
| Admin fee / account holder | $9 | $3,268-99.7% | $4,499-99.8% | $4,297-99.8% |