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 | $66,227 | $113,935-41.9% | $94,224-29.7% | $125,391-47.2% |
| Participation rate | 61.1% | 82.9%-21.8pp | 78.8%-17.7pp | 83.2%-22.1pp |
| Annual return | -3.70% | 5.29%-9.0pp | 10.68%-14.4pp | 282.22%-285.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,962 | $5,179-62.1% | $4,320-54.6% | $5,352-63.3% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |