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 | $19,250 | $73,867-73.9% | $143,757-86.6% | $68,494-71.9% |
| Participation rate | 32.0% | 66.7%-34.7pp | 80.3%-48.3pp | 67.9%-35.9pp |
| Annual return | -24.49% | 1.01%-25.5pp | -0.04%-24.4pp | -7.84%-16.6pp |
| Employer contribution / active EE | $774 | $3,184-75.7% | $4,951-84.4% | $2,596-70.2% |
| Participant deferral / active EE | $1,921 | $3,384-43.2% | $5,637-65.9% | $4,027-52.3% |
| Admin fee / account holder | $10 | $5,755-99.8% | $14,673-99.9% | $5,403-99.8% |