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 | $43,525 | $127,386-65.8% | $115,037-62.2% | $125,391-65.3% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -4.33% | 31.28%-35.6pp | 26.14%-30.5pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,557 | $5,166-50.5% | $4,608-44.5% | $4,866-47.5% |
| Participant deferral / active EE | $4,846 | $6,423-24.6% | $6,026-19.6% | $5,352-9.4% |
| Admin fee / account holder | $4 | $9,516-100.0% | $8,175-99.9% | $9,540-100.0% |