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 | $28,210 | $106,890-73.6% | $84,015-66.4% | $152,861-81.5% |
| Participation rate | 36.4% | 75.2%-38.9pp | 69.0%-32.6pp | 82.4%-46.1pp |
| Annual return | 1.90% | 104.99%-103.1pp | 71.31%-69.4pp | 345.32%-343.4pp |
| Employer contribution / active EE | $1,076 | $2,734-60.6% | $1,983-45.8% | $4,762-77.4% |
| Participant deferral / active EE | $1,983 | $4,011-50.6% | $3,239-38.8% | $5,850-66.1% |
| Admin fee / account holder | $137 | $8,285-98.3% | $6,101-97.7% | $11,596-98.8% |