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 | $34,643 | $100,754-65.6% | $86,677-60.0% | $134,475-74.2% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -27.11% | 29.04%-56.2pp | 35.91%-63.0pp | 417.96%-445.1pp |
| Employer contribution / active EE | $4,693 | $3,489+34.5% | $2,836+65.5% | $4,740-1.0% |
| Participant deferral / active EE | $3,439 | $5,338-35.6% | $4,656-26.1% | $6,400-46.3% |
| Admin fee / account holder | $69 | $10,926-99.4% | $7,493-99.1% | $11,426-99.4% |