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 | $90,518 | $81,900+10.5% | $119,609-24.3% | $68,494+32.2% |
| Participation rate | 56.0% | 71.9%-15.9pp | 79.3%-23.3pp | 67.9%-11.9pp |
| Annual return | -19.25% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,889 | $2,693-29.8% | $4,232-55.4% | $2,596-27.2% |
| Participant deferral / active EE | $3,277 | $4,148-21.0% | $5,602-41.5% | $4,027-18.6% |
| Admin fee / account holder | $84 | $6,582-98.7% | $10,323-99.2% | $5,403-98.4% |