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 | $58,196 | $113,339-48.7% | $94,993-38.7% | $147,584-60.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 73.9%-23.9pp | 82.8%-32.8pp |
| Annual return | 0.26% | 20.77%-20.5pp | 27.12%-26.9pp | 578.55%-578.3pp |
| Employer contribution / active EE | $732 | $3,160-76.9% | $2,603-71.9% | $4,876-85.0% |
| Participant deferral / active EE | $1,219 | $3,777-67.7% | $3,317-63.3% | $5,439-77.6% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,885-100.0% |