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 | $89,614 | $102,317-12.4% | $146,958-39.0% | $80,856+10.8% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.2%-37.3pp | 67.6%-22.8pp |
| Annual return | -13.61% | 134.76%-148.4pp | 418.34%-431.9pp | 35.59%-49.2pp |
| Employer contribution / active EE | $2,480 | $3,713-33.2% | $4,933-49.7% | $2,755-10.0% |
| Participant deferral / active EE | $5,097 | $6,644-23.3% | $8,070-36.8% | $4,296+18.7% |
| Admin fee / account holder | $59 | $7,941-99.3% | $12,998-99.5% | $6,918-99.2% |