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 9-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 | $92,359 | $110,094-16.1% | $151,611-39.1% | $68,494+34.8% |
| Participation rate | 63.3% | 84.0%-20.6pp | 87.5%-24.2pp | 67.9%-4.6pp |
| Annual return | -22.23% | -10.12%-12.1pp | 3.33%-25.6pp | -7.84%-14.4pp |
| Employer contribution / active EE | $1,469 | $4,471-67.1% | $6,166-76.2% | $2,596-43.4% |
| Participant deferral / active EE | $8,952 | $6,527+37.2% | $8,363+7.0% | $4,027+122.3% |
| Admin fee / account holder | $298 | $7,719-96.1% | $11,616-97.4% | $5,403-94.5% |