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 | $20,639 | $54,350-62.0% | $82,719-75.0% | $68,494-69.9% |
| Participation rate | 63.2% | 63.9%-0.7pp | 72.6%-9.3pp | 67.9%-4.7pp |
| Annual return | -25.03% | -13.67%-11.4pp | 701.18%-726.2pp | -7.84%-17.2pp |
| Employer contribution / active EE | $2,316 | $2,218+4.4% | $3,009-23.0% | $2,596-10.8% |
| Participant deferral / active EE | $2,808 | $3,246-13.5% | $4,395-36.1% | $4,027-30.3% |
| Admin fee / account holder | $211 | $4,395-95.2% | $5,329-96.0% | $5,403-96.1% |