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 | $104,671 | $157,256-33.4% | $141,162-25.9% | $152,861-31.5% |
| Participation rate | 20.0% | 84.8%-64.8pp | 82.5%-62.5pp | 82.4%-62.4pp |
| Annual return | -37.59% | 64.32%-101.9pp | 71.39%-109.0pp | 345.32%-382.9pp |
| Employer contribution / active EE | $1,919 | $5,261-63.5% | $4,735-59.5% | $4,762-59.7% |
| Participant deferral / active EE | $3,437 | $7,109-51.7% | $6,709-48.8% | $5,850-41.3% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |