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 | $69,022 | $180,449-61.8% | $154,107-55.2% | $135,375-49.0% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -14.08% | 888.09%-902.2pp | 735.12%-749.2pp | 519.73%-533.8pp |
| Employer contribution / active EE | $1,634 | $6,035-72.9% | $5,298-69.2% | $4,779-65.8% |
| Participant deferral / active EE | $3,660 | $5,806-37.0% | $5,081-28.0% | $5,609-34.7% |
| Admin fee / account holder | $18 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |