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 9-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 | $48,306 | $49,177-1.8% | $79,464-39.2% | $64,186-24.7% |
| Participation rate | 54.3% | 65.0%-10.7pp | 73.3%-19.1pp | 69.6%-15.3pp |
| Annual return | -8.72% | -1.16%-7.6pp | 718.14%-726.9pp | 7.63%-16.3pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,978 | $2,821-29.9% | $3,704-46.6% | $3,470-43.0% |
| Admin fee / account holder | $245 | $3,839-93.6% | $5,113-95.2% | $4,888-95.0% |