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 | $25,617 | $77,813-67.1% | $123,544-79.3% | $64,186-60.1% |
| Participation rate | 59.8% | 74.7%-14.9pp | 82.3%-22.5pp | 69.6%-9.8pp |
| Annual return | -8.20% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,230 | $3,014-26.0% | $4,628-51.8% | $2,381-6.3% |
| Participant deferral / active EE | $2,409 | $5,240-54.0% | $6,426-62.5% | $3,470-30.6% |
| Admin fee / account holder | $219 | $5,519-96.0% | $9,284-97.6% | $4,888-95.5% |