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 | $49,027 | $110,094-55.5% | $151,611-67.7% | $68,494-28.4% |
| Participation rate | 58.5% | 84.0%-25.4pp | 87.5%-29.0pp | 67.9%-9.4pp |
| Annual return | -20.03% | -10.12%-9.9pp | 3.33%-23.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,484 | $6,527+91.3% | $8,363+49.3% | $4,027+210.0% |
| Admin fee / account holder | $82 | $7,719-98.9% | $11,616-99.3% | $5,403-98.5% |