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 | $36,793 | $48,265-23.8% | $68,791-46.5% | $68,494-46.3% |
| Participation rate | 60.0% | 60.7%-0.7pp | 69.0%-9.0pp | 67.9%-7.9pp |
| Annual return | -23.53% | -12.71%-10.8pp | -6.38%-17.2pp | -7.84%-15.7pp |
| Employer contribution / active EE | $2,091 | $1,829+14.4% | $2,655-21.2% | $2,596-19.5% |
| Participant deferral / active EE | $3,396 | $2,867+18.5% | $3,941-13.8% | $4,027-15.7% |
| Admin fee / account holder | $68 | $4,355-98.5% | $4,932-98.6% | $5,403-98.8% |