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 | $38,319 | $43,327-11.6% | $59,878-36.0% | $64,186-40.3% |
| Participation rate | 53.8% | 69.2%-15.3pp | 74.7%-20.9pp | 69.6%-15.7pp |
| Annual return | -28.35% | -1.55%-26.8pp | 3.46%-31.8pp | 7.63%-36.0pp |
| Employer contribution / active EE | $5,454 | $2,028+168.9% | $2,722+100.4% | $2,381+129.1% |
| Participant deferral / active EE | $914 | $2,546-64.1% | $3,402-73.1% | $3,470-73.6% |
| Admin fee / account holder | $164 | $3,005-94.5% | $3,590-95.4% | $4,888-96.6% |