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 | $22,962 | $211,958-89.2% | $169,463-86.5% | $135,375-83.0% |
| Participation rate | 30.4% | 82.6%-52.2pp | 77.8%-47.3pp | 82.6%-52.2pp |
| Annual return | -12.22% | 3.26%-15.5pp | 1.83%-14.1pp | 519.73%-532.0pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,194 | $6,075-63.9% | $5,277-58.4% | $5,609-60.9% |
| Admin fee / account holder | $189 | $11,471-98.4% | $9,109-97.9% | $10,827-98.3% |