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 | $32,514 | $104,907-69.0% | $84,611-61.6% | $152,861-78.7% |
| Participation rate | 63.6% | 74.8%-11.2pp | 68.2%-4.6pp | 82.4%-18.8pp |
| Annual return | -0.31% | 373.79%-374.1pp | 258.74%-259.1pp | 345.32%-345.6pp |
| Employer contribution / active EE | $888 | $3,302-73.1% | $2,652-66.5% | $4,762-81.4% |
| Participant deferral / active EE | $5,429 | $4,688+15.8% | $3,899+39.3% | $5,850-7.2% |
| Admin fee / account holder | $118 | $6,241-98.1% | $4,912-97.6% | $11,596-99.0% |