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 | $72,406 | $142,344-49.1% | $119,609-39.5% | $134,475-46.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -36.29% | -12.44%-23.8pp | -14.97%-21.3pp | 417.96%-454.3pp |
| Employer contribution / active EE | $1,801 | $5,222-65.5% | $4,232-57.4% | $4,740-62.0% |
| Participant deferral / active EE | $1,973 | $6,469-69.5% | $5,602-64.8% | $6,400-69.2% |
| Admin fee / account holder | $93 | $13,584-99.3% | $10,323-99.1% | $11,426-99.2% |