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 | $30,374 | $83,908-63.8% | $68,509-55.7% | $125,391-75.8% |
| Participation rate | 63.6% | 78.2%-14.5pp | 74.7%-11.1pp | 83.2%-19.6pp |
| Annual return | -3.63% | 14.48%-18.1pp | 8.27%-11.9pp | 282.22%-285.9pp |
| Employer contribution / active EE | $954 | $3,031-68.5% | $2,278-58.1% | $4,866-80.4% |
| Participant deferral / active EE | $1,923 | $4,125-53.4% | $3,382-43.1% | $5,352-64.1% |
| Admin fee / account holder | $253 | $8,982-97.2% | $5,275-95.2% | $9,540-97.3% |