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 | $45,776 | $92,703-50.6% | $82,719-44.7% | $134,475-66.0% |
| Participation rate | 21.1% | 75.2%-54.1pp | 72.6%-51.5pp | 81.2%-60.2pp |
| Annual return | -26.06% | 944.92%-971.0pp | 701.18%-727.2pp | 417.96%-444.0pp |
| Employer contribution / active EE | $2,155 | $3,274-34.2% | $3,009-28.4% | $4,740-54.5% |
| Participant deferral / active EE | $4,330 | $4,802-9.8% | $4,395-1.5% | $6,400-32.3% |
| Admin fee / account holder | $61 | $5,983-99.0% | $5,329-98.8% | $11,426-99.5% |