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 | $56,353 | $99,032-43.1% | $80,019-29.6% | $135,375-58.4% |
| Participation rate | 42.9% | 78.4%-35.5pp | 75.8%-33.0pp | 82.6%-39.8pp |
| Annual return | -26.74% | 15.39%-42.1pp | 11.22%-38.0pp | 519.73%-546.5pp |
| Employer contribution / active EE | $818 | $3,043-73.1% | $2,468-66.9% | $4,779-82.9% |
| Participant deferral / active EE | $1,262 | $4,282-70.5% | $3,686-65.8% | $5,609-77.5% |
| Admin fee / account holder | $59 | $10,436-99.4% | $6,521-99.1% | $10,827-99.5% |