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 | $25,078 | $90,503-72.3% | $78,689-68.1% | $273,961-90.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | -0.66% | 75.60%-76.3pp | 62.18%-62.8pp | 41.45%-42.1pp |
| Employer contribution / active EE | $811 | $3,176-74.5% | $2,851-71.6% | $4,869-83.4% |
| Participant deferral / active EE | $2,645 | $3,901-32.2% | $3,517-24.8% | $5,287-50.0% |
| Admin fee / account holder | $157 | $5,263-97.0% | $4,510-96.5% | $10,132-98.5% |