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 | $35,299 | $228,332-84.5% | $185,823-81.0% | $158,922-77.8% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | -2.68% | 40.80%-43.5pp | 35.95%-38.6pp | 302.83%-305.5pp |
| Employer contribution / active EE | $1,439 | $4,967-71.0% | $4,087-64.8% | $4,761-69.8% |
| Participant deferral / active EE | $2,613 | $6,415-59.3% | $5,632-53.6% | $5,982-56.3% |
| Admin fee / account holder | $202 | $11,864-98.3% | $9,500-97.9% | $11,246-98.2% |