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 | $25,458 | $87,540-70.9% | $75,781-66.4% | $125,391-79.7% |
| Participation rate | 64.7% | 80.2%-15.5pp | 75.8%-11.1pp | 83.2%-18.5pp |
| Annual return | -3.89% | 13.48%-17.4pp | 9.68%-13.6pp | 282.22%-286.1pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,951 | $4,229-6.6% | $3,651+8.2% | $5,352-26.2% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,299-100.0% | $9,540-100.0% |