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 | $48,895 | $180,449-72.9% | $154,107-68.3% | $135,375-63.9% |
| Participation rate | 68.4% | 87.4%-19.0pp | 83.0%-14.6pp | 82.6%-14.2pp |
| Annual return | -8.92% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,618 | $6,035-73.2% | $5,298-69.5% | $4,779-66.1% |
| Participant deferral / active EE | $3,621 | $5,806-37.6% | $5,081-28.7% | $5,609-35.4% |
| Admin fee / account holder | $125 | $16,143-99.2% | $13,411-99.1% | $10,827-98.8% |