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 | $35,763 | $53,596-33.3% | $90,645-60.5% | $64,186-44.3% |
| Participation rate | 34.5% | 64.5%-30.0pp | 74.0%-39.5pp | 69.6%-35.1pp |
| Annual return | -11.84% | 4.41%-16.3pp | 1.88%-13.7pp | 7.63%-19.5pp |
| Employer contribution / active EE | $607 | $1,503-59.6% | $2,532-76.0% | $2,381-74.5% |
| Participant deferral / active EE | $2,425 | $2,459-1.3% | $3,425-29.2% | $3,470-30.1% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,888-100.0% |