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 | $43,428 | $56,484-23.1% | $169,463-74.4% | $64,186-32.3% |
| Participation rate | 58.3% | 64.5%-6.2pp | 77.8%-19.4pp | 69.6%-11.2pp |
| Annual return | -8.30% | -1.55%-6.7pp | 1.83%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,045 | $1,832-43.0% | $4,159-74.9% | $2,381-56.1% |
| Participant deferral / active EE | $2,851 | $3,448-17.3% | $5,277-46.0% | $3,470-17.8% |
| Admin fee / account holder | $261 | $4,174-93.7% | $9,109-97.1% | $4,888-94.7% |