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 7-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 | $48,322 | $73,867-34.6% | $143,757-66.4% | $68,494-29.5% |
| Participation rate | 61.5% | 66.7%-5.1pp | 80.3%-18.8pp | 67.9%-6.3pp |
| Annual return | -20.29% | 1.01%-21.3pp | -0.04%-20.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,943 | $3,184-39.0% | $4,951-60.7% | $2,596-25.2% |
| Participant deferral / active EE | $4,860 | $3,384+43.6% | $5,637-13.8% | $4,027+20.7% |
| Admin fee / account holder | $231 | $5,755-96.0% | $14,673-98.4% | $5,403-95.7% |