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 | $13,125 | $104,106-87.4% | $71,086-81.5% | $135,375-90.3% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | -14.54% | 1256.30%-1270.8pp | 650.59%-665.1pp | 519.73%-534.3pp |
| Employer contribution / active EE | $547 | $1,485-63.1% | $1,088-49.7% | $4,779-88.5% |
| Participant deferral / active EE | $1,903 | $2,527-24.7% | $1,874+1.5% | $5,609-66.1% |
| Admin fee / account holder | $257 | $4,142-93.8% | $3,082-91.7% | $10,827-97.6% |