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 | $45,502 | $168,632-73.0% | $147,614-69.2% | $125,391-63.7% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -12.76% | 77.65%-90.4pp | 61.98%-74.7pp | 282.22%-295.0pp |
| Employer contribution / active EE | $4,005 | $6,252-35.9% | $5,564-28.0% | $4,866-17.7% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.9% | $5,352+68.2% |
| Admin fee / account holder | $13 | $13,580-99.9% | $11,611-99.9% | $9,540-99.9% |