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 | $17,812 | $158,817-88.8% | $121,196-85.3% | $135,375-86.8% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.7%-5.1pp | 82.6%-16.0pp |
| Annual return | -17.83% | -0.64%-17.2pp | 16.93%-34.8pp | 519.73%-537.6pp |
| Employer contribution / active EE | $1,103 | $5,665-80.5% | $4,022-72.6% | $4,779-76.9% |
| Participant deferral / active EE | $4,028 | $4,005+0.6% | $3,344+20.4% | $5,609-28.2% |
| Admin fee / account holder | $163 | $6,512-97.5% | $5,019-96.8% | $10,827-98.5% |