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 6-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 | $45,946 | $167,307-72.5% | $143,757-68.0% | $134,475-65.8% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.30% | 0.46%-20.8pp | -0.04%-20.3pp | 417.96%-438.3pp |
| Employer contribution / active EE | $16,092 | $5,619+186.4% | $4,951+225.0% | $4,740+239.5% |
| Participant deferral / active EE | $9,684 | $6,446+50.2% | $5,637+71.8% | $6,400+51.3% |
| Admin fee / account holder | $58 | $18,088-99.7% | $14,673-99.6% | $11,426-99.5% |