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 | $36,720 | $76,000-51.7% | $154,107-76.2% | $64,186-42.8% |
| Participation rate | 27.2% | 70.4%-43.3pp | 83.0%-55.9pp | 69.6%-42.4pp |
| Annual return | -10.11% | 30.32%-40.4pp | 735.12%-745.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $847 | $3,351-74.7% | $5,298-84.0% | $2,381-64.4% |
| Participant deferral / active EE | $1,420 | $3,175-55.3% | $5,081-72.0% | $3,470-59.1% |
| Admin fee / account holder | $231 | $5,596-95.9% | $13,411-98.3% | $4,888-95.3% |