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 8-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 | $71,272 | $71,883-0.8% | $86,677-17.8% | $68,494+4.1% |
| Participation rate | 47.1% | 72.2%-25.2pp | 76.6%-29.5pp | 67.9%-20.8pp |
| Annual return | -20.83% | 3.52%-24.4pp | 35.91%-56.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,451 | $2,173-33.2% | $2,836-48.8% | $2,596-44.1% |
| Participant deferral / active EE | $3,577 | $3,779-5.3% | $4,656-23.2% | $4,027-11.2% |
| Admin fee / account holder | $110 | $6,112-98.2% | $7,493-98.5% | $5,403-98.0% |