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 | $37,628 | $49,177-23.5% | $79,464-52.6% | $64,186-41.4% |
| Participation rate | 40.7% | 65.0%-24.3pp | 73.3%-32.6pp | 69.6%-28.8pp |
| Annual return | -9.20% | -1.16%-8.0pp | 718.14%-727.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $740 | $2,076-64.4% | $2,800-73.6% | $2,381-68.9% |
| Participant deferral / active EE | $1,748 | $2,821-38.0% | $3,704-52.8% | $3,470-49.6% |
| Admin fee / account holder | $9 | $3,839-99.8% | $5,113-99.8% | $4,888-99.8% |