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 | $55,224 | $167,307-67.0% | $143,757-61.6% | $134,475-58.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -25.50% | 0.46%-26.0pp | -0.04%-25.5pp | 417.96%-443.5pp |
| Employer contribution / active EE | $2,078 | $5,619-63.0% | $4,951-58.0% | $4,740-56.2% |
| Participant deferral / active EE | $6,316 | $6,446-2.0% | $5,637+12.0% | $6,400-1.3% |
| Admin fee / account holder | $28 | $18,088-99.8% | $14,673-99.8% | $11,426-99.8% |