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 | $36,054 | $48,795-26.1% | $65,493-45.0% | $84,808-57.5% |
| Participation rate | 17.5% | 67.0%-49.5pp | 73.1%-55.6pp | 68.3%-50.8pp |
| Annual return | 7.63% | 20.20%-12.6pp | 982.45%-974.8pp | 40.90%-33.3pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $919 | $2,928-68.6% | $3,961-76.8% | $4,212-78.2% |
| Admin fee / account holder | $99 | $3,877-97.4% | $5,028-98.0% | $7,344-98.6% |