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 | $30,103 | $97,757-69.2% | $83,848-64.1% | $135,375-77.8% |
| Participation rate | 44.4% | 80.0%-35.5pp | 76.1%-31.7pp | 82.6%-38.2pp |
| Annual return | -10.07% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,314 | $4,222-68.9% | $3,631-63.8% | $4,779-72.5% |
| Participant deferral / active EE | $3,267 | $4,682-30.2% | $4,082-20.0% | $5,609-41.8% |
| Admin fee / account holder | $93 | $6,674-98.6% | $5,478-98.3% | $10,827-99.1% |