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 | $26,534 | $75,828-65.0% | $147,614-82.0% | $59,632-55.5% |
| Participation rate | 37.5% | 71.6%-34.1pp | 84.6%-47.1pp | 68.7%-31.2pp |
| Annual return | -3.12% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.28%-2044.4pp |
| Employer contribution / active EE | $660 | $3,485-81.1% | $5,564-88.1% | $2,203-70.0% |
| Participant deferral / active EE | $1,868 | $3,130-40.3% | $4,895-61.8% | $3,192-41.5% |
| Admin fee / account holder | $268 | $5,985-95.5% | $11,611-97.7% | $4,297-93.8% |