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 | $102,924 | $73,004+41.0% | $90,749+13.4% | $68,494+50.3% |
| Participation rate | 46.2% | 70.8%-24.7pp | 75.7%-29.5pp | 67.9%-21.7pp |
| Annual return | -19.33% | -13.81%-5.5pp | -12.16%-7.2pp | -7.84%-11.5pp |
| Employer contribution / active EE | $993 | $2,193-54.7% | $2,921-66.0% | $2,596-61.8% |
| Participant deferral / active EE | $3,221 | $3,627-11.2% | $4,564-29.4% | $4,027-20.0% |
| Admin fee / account holder | $99 | $5,896-98.3% | $8,445-98.8% | $5,403-98.2% |