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 | $48,118 | $64,707-25.6% | $112,228-57.1% | $68,494-29.7% |
| Participation rate | 55.6% | 67.2%-11.6pp | 75.1%-19.5pp | 67.9%-12.3pp |
| Annual return | -21.08% | -11.40%-9.7pp | 27.45%-48.5pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,242 | $2,746-18.3% | $3,635-38.3% | $2,596-13.6% |
| Participant deferral / active EE | $5,349 | $3,565+50.1% | $4,728+13.1% | $4,027+32.8% |
| Admin fee / account holder | $3 | $5,232-99.9% | $6,410-100.0% | $5,403-99.9% |