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 | $97,238 | $73,867+31.6% | $143,757-32.4% | $68,494+42.0% |
| Participation rate | 68.6% | 66.7%+1.9pp | 80.3%-11.7pp | 67.9%+0.7pp |
| Annual return | -21.03% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,432 | $3,184-23.6% | $4,951-50.9% | $2,596-6.3% |
| Participant deferral / active EE | $5,979 | $3,384+76.7% | $5,637+6.1% | $4,027+48.5% |
| Admin fee / account holder | $23 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |