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 | $103,198 | $167,307-38.3% | $143,757-28.2% | $134,475-23.3% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -25.07% | 0.46%-25.5pp | -0.04%-25.0pp | 417.96%-443.0pp |
| Employer contribution / active EE | $4,190 | $5,619-25.4% | $4,951-15.4% | $4,740-11.6% |
| Participant deferral / active EE | $10,086 | $6,446+56.5% | $5,637+78.9% | $6,400+57.6% |
| Admin fee / account holder | $23 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |