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 | $32,198 | $54,350-40.8% | $82,719-61.1% | $68,494-53.0% |
| Participation rate | 52.4% | 63.9%-11.5pp | 72.6%-20.2pp | 67.9%-15.5pp |
| Annual return | -21.49% | -13.67%-7.8pp | 701.18%-722.7pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,531 | $2,218-31.0% | $3,009-49.1% | $2,596-41.0% |
| Participant deferral / active EE | $2,692 | $3,246-17.1% | $4,395-38.8% | $4,027-33.2% |
| Admin fee / account holder | $87 | $4,395-98.0% | $5,329-98.4% | $5,403-98.4% |