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 | $57,626 | $158,817-63.7% | $121,196-52.5% | $135,375-57.4% |
| Participation rate | 58.8% | 79.3%-20.5pp | 71.7%-12.9pp | 82.6%-23.8pp |
| Annual return | -10.27% | -0.64%-9.6pp | 16.93%-27.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,373 | $5,665-75.8% | $4,022-65.8% | $4,779-71.3% |
| Participant deferral / active EE | $3,017 | $4,005-24.7% | $3,344-9.8% | $5,609-46.2% |
| Admin fee / account holder | $187 | $6,512-97.1% | $5,019-96.3% | $10,827-98.3% |