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 | $18,708 | $43,723-57.2% | $121,196-84.6% | $64,186-70.9% |
| Participation rate | 62.0% | 58.3%+3.7pp | 71.7%-9.7pp | 69.6%-7.6pp |
| Annual return | -8.44% | 68.91%-77.3pp | 16.93%-25.4pp | 7.63%-16.1pp |
| Employer contribution / active EE | $635 | $1,296-51.0% | $4,022-84.2% | $2,381-73.3% |
| Participant deferral / active EE | $1,829 | $2,280-19.8% | $3,344-45.3% | $3,470-47.3% |
| Admin fee / account holder | $80 | $3,501-97.7% | $5,019-98.4% | $4,888-98.4% |