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 | $35,527 | $142,344-75.0% | $119,609-70.3% | $134,475-73.6% |
| Participation rate | 66.7% | 82.8%-16.1pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -23.59% | -12.44%-11.1pp | -14.97%-8.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,816 | $5,222-65.2% | $4,232-57.1% | $4,740-61.7% |
| Participant deferral / active EE | $10,264 | $6,469+58.7% | $5,602+83.2% | $6,400+60.4% |
| Admin fee / account holder | $231 | $13,584-98.3% | $10,323-97.8% | $11,426-98.0% |