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 | $86,745 | $92,222-5.9% | $76,768+13.0% | $135,375-35.9% |
| Participation rate | 62.5% | 79.8%-17.3pp | 77.0%-14.5pp | 82.6%-20.1pp |
| Annual return | -9.66% | 5.46%-15.1pp | 2.43%-12.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,861 | $3,216-42.1% | $2,485-25.1% | $4,779-61.1% |
| Participant deferral / active EE | $4,403 | $4,509-2.3% | $3,852+14.3% | $5,609-21.5% |
| Admin fee / account holder | $23 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |