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 | $57,181 | $211,958-73.0% | $169,463-66.3% | $135,375-57.8% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -9.42% | 3.26%-12.7pp | 1.83%-11.3pp | 519.73%-529.2pp |
| Employer contribution / active EE | $4,051 | $5,120-20.9% | $4,159-2.6% | $4,779-15.2% |
| Participant deferral / active EE | $10,260 | $6,075+68.9% | $5,277+94.4% | $5,609+82.9% |
| Admin fee / account holder | $239 | $11,471-97.9% | $9,109-97.4% | $10,827-97.8% |