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 | $24,207 | $138,065-82.5% | $123,544-80.4% | $135,375-82.1% |
| Participation rate | 54.2% | 84.7%-30.6pp | 82.3%-28.1pp | 82.6%-28.5pp |
| Annual return | -10.78% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,355 | $5,151-34.9% | $4,628-27.5% | $4,779-29.8% |
| Participant deferral / active EE | $3,721 | $6,799-45.3% | $6,426-42.1% | $5,609-33.6% |
| Admin fee / account holder | $195 | $10,916-98.2% | $9,284-97.9% | $10,827-98.2% |