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 | $27,368 | $95,193-71.2% | $76,523-64.2% | $135,375-79.8% |
| Participation rate | 39.1% | 74.4%-35.3pp | 68.0%-28.9pp | 82.6%-43.5pp |
| Annual return | -12.36% | 4.85%-17.2pp | -0.27%-12.1pp | 519.73%-532.1pp |
| Employer contribution / active EE | $640 | $3,302-80.6% | $2,647-75.8% | $4,779-86.6% |
| Participant deferral / active EE | $2,498 | $4,639-46.1% | $3,835-34.9% | $5,609-55.5% |
| Admin fee / account holder | $287 | $6,249-95.4% | $4,848-94.1% | $10,827-97.3% |