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 | $52,259 | $71,883-27.3% | $86,677-39.7% | $68,494-23.7% |
| Participation rate | 66.7% | 72.2%-5.6pp | 76.6%-9.9pp | 67.9%-1.2pp |
| Annual return | -20.29% | 3.52%-23.8pp | 35.91%-56.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,613 | $2,173-25.8% | $2,836-43.1% | $2,596-37.9% |
| Participant deferral / active EE | $3,202 | $3,779-15.3% | $4,656-31.2% | $4,027-20.5% |
| Admin fee / account holder | $6 | $6,112-99.9% | $7,493-99.9% | $5,403-99.9% |