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 | $62,279 | $50,958+22.2% | $74,550-16.5% | $64,186-3.0% |
| Participation rate | 67.9% | 61.1%+6.8pp | 69.1%-1.3pp | 69.6%-1.7pp |
| Annual return | -9.06% | -1.86%-7.2pp | 32.53%-41.6pp | 7.63%-16.7pp |
| Employer contribution / active EE | $295 | $1,115-73.6% | $1,961-85.0% | $2,381-87.6% |
| Participant deferral / active EE | $3,244 | $2,301+40.9% | $3,108+4.4% | $3,470-6.5% |
| Admin fee / account holder | $0 | $4,223-100.0% | $5,060-100.0% | $4,888-100.0% |