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 | $27,354 | $211,958-87.1% | $169,463-83.9% | $135,375-79.8% |
| Participation rate | 60.0% | 82.6%-22.6pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -14.95% | 3.26%-18.2pp | 1.83%-16.8pp | 519.73%-534.7pp |
| Employer contribution / active EE | $1,210 | $5,120-76.4% | $4,159-70.9% | $4,779-74.7% |
| Participant deferral / active EE | $6,180 | $6,075+1.7% | $5,277+17.1% | $5,609+10.2% |
| Admin fee / account holder | $107 | $11,471-99.1% | $9,109-98.8% | $10,827-99.0% |