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 | $39,031 | $140,578-72.2% | $100,671-61.2% | $125,391-68.9% |
| Participation rate | 40.0% | 80.4%-40.4pp | 70.7%-30.7pp | 83.2%-43.2pp |
| Annual return | -13.62% | 24.67%-38.3pp | 20.43%-34.1pp | 282.22%-295.8pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $64 | $3,981-98.4% | $3,144-98.0% | $5,352-98.8% |
| Admin fee / account holder | $172 | $6,716-97.4% | $4,850-96.5% | $9,540-98.2% |