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 | $61,087 | $72,277-15.5% | $101,248-39.7% | $79,858-23.5% |
| Participation rate | 29.0% | 68.5%-39.4pp | 75.8%-46.8pp | 69.6%-40.6pp |
| Annual return | -7.11% | 22.30%-29.4pp | 46.47%-53.6pp | 31.71%-38.8pp |
| Employer contribution / active EE | $662 | $2,692-75.4% | $3,660-81.9% | $2,471-73.2% |
| Participant deferral / active EE | $2,370 | $3,282-27.8% | $4,370-45.8% | $3,740-36.6% |
| Admin fee / account holder | $207 | $4,400-95.3% | $5,945-96.5% | $5,306-96.1% |