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 | $43,017 | $54,350-20.9% | $82,719-48.0% | $68,494-37.2% |
| Participation rate | 46.2% | 63.9%-17.8pp | 72.6%-26.4pp | 67.9%-21.7pp |
| Annual return | -21.10% | -13.67%-7.4pp | 701.18%-722.3pp | -7.84%-13.3pp |
| Employer contribution / active EE | $689 | $2,218-68.9% | $3,009-77.1% | $2,596-73.4% |
| Participant deferral / active EE | $2,214 | $3,246-31.8% | $4,395-49.6% | $4,027-45.0% |
| Admin fee / account holder | $245 | $4,395-94.4% | $5,329-95.4% | $5,403-95.5% |