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 | $108,892 | $54,726+99.0% | $68,793+58.3% | $64,186+69.7% |
| Participation rate | 43.3% | 68.0%-24.7pp | 72.2%-28.9pp | 69.6%-26.2pp |
| Annual return | -9.30% | -1.62%-7.7pp | -4.63%-4.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $1,119 | $1,846-39.4% | $2,625-57.4% | $2,381-53.0% |
| Participant deferral / active EE | $2,469 | $2,626-6.0% | $3,311-25.4% | $3,470-28.8% |
| Admin fee / account holder | $29 | $4,027-99.3% | $5,131-99.4% | $4,888-99.4% |