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 | $29,031 | $88,707-67.3% | $74,183-60.9% | $273,961-89.4% |
| Participation rate | 58.3% | 79.4%-21.1pp | 76.6%-18.3pp | 83.0%-24.7pp |
| Annual return | -0.50% | 11.94%-12.4pp | 17.74%-18.2pp | 41.45%-42.0pp |
| Employer contribution / active EE | $1,286 | $3,159-59.3% | $2,370-45.7% | $4,869-73.6% |
| Participant deferral / active EE | $3,544 | $4,212-15.9% | $3,550-0.2% | $5,287-33.0% |
| Admin fee / account holder | $203 | $8,717-97.7% | $5,586-96.4% | $10,132-98.0% |