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 | $58,204 | $95,193-38.9% | $76,523-23.9% | $135,375-57.0% |
| Participation rate | 62.5% | 74.4%-11.9pp | 68.0%-5.5pp | 82.6%-20.1pp |
| Annual return | -35.60% | 4.85%-40.4pp | -0.27%-35.3pp | 519.73%-555.3pp |
| Employer contribution / active EE | $1,093 | $3,302-66.9% | $2,647-58.7% | $4,779-77.1% |
| Participant deferral / active EE | $1,873 | $4,639-59.6% | $3,835-51.2% | $5,609-66.6% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,827-99.9% |