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 | $42,765 | $71,883-40.5% | $86,677-50.7% | $68,494-37.6% |
| Participation rate | 49.0% | 72.2%-23.2pp | 76.6%-27.6pp | 67.9%-18.9pp |
| Annual return | -19.94% | 3.52%-23.5pp | 35.91%-55.8pp | -7.84%-12.1pp |
| Employer contribution / active EE | $833 | $2,173-61.7% | $2,836-70.6% | $2,596-67.9% |
| Participant deferral / active EE | $2,578 | $3,779-31.8% | $4,656-44.6% | $4,027-36.0% |
| Admin fee / account holder | $55 | $6,112-99.1% | $7,493-99.3% | $5,403-99.0% |