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 | $48,899 | $85,790-43.0% | $67,313-27.4% | $135,375-63.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -9.56% | -0.54%-9.0pp | -4.08%-5.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,431 | $3,487-59.0% | $2,566-44.2% | $4,779-70.1% |
| Participant deferral / active EE | $3,864 | $4,651-16.9% | $3,568+8.3% | $5,609-31.1% |
| Admin fee / account holder | $218 | $6,392-96.6% | $4,507-95.2% | $10,827-98.0% |