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 | $32,332 | $50,958-36.6% | $74,550-56.6% | $64,186-49.6% |
| Participation rate | 46.7% | 61.1%-14.4pp | 69.1%-22.5pp | 69.6%-22.9pp |
| Annual return | -11.01% | -1.86%-9.2pp | 32.53%-43.5pp | 7.63%-18.6pp |
| Employer contribution / active EE | $1,281 | $1,115+14.8% | $1,961-34.7% | $2,381-46.2% |
| Participant deferral / active EE | $2,516 | $2,301+9.3% | $3,108-19.1% | $3,470-27.5% |
| Admin fee / account holder | $2 | $4,223-99.9% | $5,060-100.0% | $4,888-100.0% |