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 | $27,629 | $167,307-83.5% | $143,757-80.8% | $134,475-79.5% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.95% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $3,558 | $5,619-36.7% | $4,951-28.1% | $4,740-24.9% |
| Participant deferral / active EE | $2,939 | $6,446-54.4% | $5,637-47.9% | $6,400-54.1% |
| Admin fee / account holder | $287 | $18,088-98.4% | $14,673-98.0% | $11,426-97.5% |