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 | $30,325 | $180,449-83.2% | $154,107-80.3% | $135,375-77.6% |
| Participation rate | 55.6% | 87.4%-31.9pp | 83.0%-27.5pp | 82.6%-27.1pp |
| Annual return | -11.04% | 888.09%-899.1pp | 735.12%-746.2pp | 519.73%-530.8pp |
| Employer contribution / active EE | $2,068 | $6,035-65.7% | $5,298-61.0% | $4,779-56.7% |
| Participant deferral / active EE | $2,471 | $5,806-57.4% | $5,081-51.4% | $5,609-55.9% |
| Admin fee / account holder | $19 | $16,143-99.9% | $13,411-99.9% | $10,827-99.8% |