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 | $53,574 | $53,162+0.8% | $91,220-41.3% | $68,494-21.8% |
| Participation rate | 36.4% | 63.2%-26.8pp | 73.2%-36.8pp | 67.9%-31.5pp |
| Annual return | -20.99% | -3.14%-17.9pp | 114.01%-135.0pp | -7.84%-13.1pp |
| Employer contribution / active EE | $899 | $1,709-47.4% | $2,850-68.5% | $2,596-65.4% |
| Participant deferral / active EE | $2,418 | $2,974-18.7% | $4,234-42.9% | $4,027-40.0% |
| Admin fee / account holder | $18 | $4,493-99.6% | $5,420-99.7% | $5,403-99.7% |