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 | $34,054 | $81,900-58.4% | $119,609-71.5% | $68,494-50.3% |
| Participation rate | 40.7% | 71.9%-31.2pp | 79.3%-38.5pp | 67.9%-27.1pp |
| Annual return | -20.26% | -23.82%+3.6pp | -14.97%-5.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,357 | $2,693-49.6% | $4,232-67.9% | $2,596-47.7% |
| Participant deferral / active EE | $2,229 | $4,148-46.3% | $5,602-60.2% | $4,027-44.6% |
| Admin fee / account holder | $134 | $6,582-98.0% | $10,323-98.7% | $5,403-97.5% |