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 | $32,098 | $57,354-44.0% | $83,848-61.7% | $64,186-50.0% |
| Participation rate | 64.3% | 68.6%-4.3pp | 76.1%-11.9pp | 69.6%-5.3pp |
| Annual return | -9.98% | 11.38%-21.4pp | 850.88%-860.9pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,884 | $2,545-26.0% | $3,631-48.1% | $2,381-20.9% |
| Participant deferral / active EE | $3,526 | $2,993+17.8% | $4,082-13.6% | $3,470+1.6% |
| Admin fee / account holder | $55 | $4,046-98.6% | $5,478-99.0% | $4,888-98.9% |