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 | $25,569 | $54,705-53.3% | $71,209-64.1% | $84,808-69.9% |
| Participation rate | 18.2% | 64.1%-45.9pp | 73.8%-55.6pp | 68.3%-50.1pp |
| Annual return | 11.34% | 35.90%-24.6pp | 282.51%-271.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $927 | $3,030-69.4% | $4,175-77.8% | $4,212-78.0% |
| Admin fee / account holder | $135 | $4,863-97.2% | $5,349-97.5% | $7,344-98.2% |