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 | $51,821 | $37,426+38.5% | $77,482-33.1% | $79,858-35.1% |
| Participation rate | 27.3% | 41.5%-14.2pp | 54.2%-26.9pp | 69.6%-42.4pp |
| Annual return | -47.93% | 39.70%-87.6pp | 54.79%-102.7pp | 31.71%-79.6pp |
| Employer contribution / active EE | $0 | $637-100.0% | $986-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $1,260-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $19 | $2,504-99.3% | $2,858-99.4% | $5,306-99.7% |