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 | $29,972 | $90,600-66.9% | $79,464-62.3% | $135,375-77.9% |
| Participation rate | 68.4% | 76.0%-7.6pp | 73.3%-4.9pp | 82.6%-14.2pp |
| Annual return | -10.15% | 977.43%-987.6pp | 718.14%-728.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $569 | $3,068-81.5% | $2,800-79.7% | $4,779-88.1% |
| Participant deferral / active EE | $5,686 | $4,050+40.4% | $3,704+53.5% | $5,609+1.4% |
| Admin fee / account holder | $2 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |