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 | $54,644 | $57,354-4.7% | $83,848-34.8% | $64,186-14.9% |
| Participation rate | 68.0% | 68.6%-0.6pp | 76.1%-8.1pp | 69.6%-1.6pp |
| Annual return | -9.12% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,930 | $2,545-24.2% | $3,631-46.9% | $2,381-18.9% |
| Participant deferral / active EE | $4,405 | $2,993+47.2% | $4,082+7.9% | $3,470+27.0% |
| Admin fee / account holder | $239 | $4,046-94.1% | $5,478-95.6% | $4,888-95.1% |