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 | $66,383 | $149,333-55.5% | $106,387-37.6% | $135,375-51.0% |
| Participation rate | 60.0% | 81.5%-21.5pp | 77.5%-17.5pp | 82.6%-22.6pp |
| Annual return | -11.01% | 0.52%-11.5pp | 0.25%-11.3pp | 519.73%-530.7pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $11,540 | $7,230+59.6% | $5,421+112.9% | $5,609+105.7% |
| Admin fee / account holder | $152 | $15,952-99.0% | $7,510-98.0% | $10,827-98.6% |