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 | $45,653 | $45,863-0.5% | $77,024-40.7% | $68,494-33.3% |
| Participation rate | 64.5% | 55.9%+8.6pp | 67.9%-3.4pp | 67.9%-3.4pp |
| Annual return | -20.29% | 1.72%-22.0pp | 42.32%-62.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,063 | $1,650-35.6% | $2,812-62.2% | $2,596-59.1% |
| Participant deferral / active EE | $2,524 | $2,962-14.8% | $4,426-43.0% | $4,027-37.3% |
| Admin fee / account holder | $290 | $3,041-90.5% | $5,425-94.7% | $5,403-94.6% |