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 | $78,620 | $105,860-25.7% | $90,749-13.4% | $134,475-41.5% |
| Participation rate | 28.6% | 78.2%-49.7pp | 75.7%-47.1pp | 81.2%-52.7pp |
| Annual return | -23.14% | -11.01%-12.1pp | -12.16%-11.0pp | 417.96%-441.1pp |
| Employer contribution / active EE | $771 | $3,462-77.7% | $2,921-73.6% | $4,740-83.7% |
| Participant deferral / active EE | $3,348 | $5,216-35.8% | $4,564-26.6% | $6,400-47.7% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |