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 | $76,201 | $142,344-46.5% | $119,609-36.3% | $134,475-43.3% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -20.15% | -12.44%-7.7pp | -14.97%-5.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,962 | $5,222-5.0% | $4,232+17.3% | $4,740+4.7% |
| Participant deferral / active EE | $3,904 | $6,469-39.7% | $5,602-30.3% | $6,400-39.0% |
| Admin fee / account holder | $60 | $13,584-99.6% | $10,323-99.4% | $11,426-99.5% |