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 | $55,552 | $167,307-66.8% | $143,757-61.4% | $134,475-58.7% |
| Participation rate | 58.3% | 84.8%-26.5pp | 80.3%-22.0pp | 81.2%-22.9pp |
| Annual return | -22.21% | 0.46%-22.7pp | -0.04%-22.2pp | 417.96%-440.2pp |
| Employer contribution / active EE | $1,923 | $5,619-65.8% | $4,951-61.2% | $4,740-59.4% |
| Participant deferral / active EE | $3,470 | $6,446-46.2% | $5,637-38.4% | $6,400-45.8% |
| Admin fee / account holder | $117 | $18,088-99.4% | $14,673-99.2% | $11,426-99.0% |