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 | $69,749 | $167,307-58.3% | $143,757-51.5% | $134,475-48.1% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -55.60% | 0.46%-56.1pp | -0.04%-55.6pp | 417.96%-473.6pp |
| Employer contribution / active EE | $3,424 | $5,619-39.1% | $4,951-30.8% | $4,740-27.7% |
| Participant deferral / active EE | $3,502 | $6,446-45.7% | $5,637-37.9% | $6,400-45.3% |
| Admin fee / account holder | $89 | $18,088-99.5% | $14,673-99.4% | $11,426-99.2% |