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 | $26,074 | $43,723-40.4% | $121,196-78.5% | $64,186-59.4% |
| Participation rate | 29.7% | 58.3%-28.6pp | 71.7%-42.0pp | 69.6%-39.8pp |
| Annual return | -11.95% | 68.91%-80.9pp | 16.93%-28.9pp | 7.63%-19.6pp |
| Employer contribution / active EE | $308 | $1,296-76.3% | $4,022-92.3% | $2,381-87.1% |
| Participant deferral / active EE | $1,635 | $2,280-28.3% | $3,344-51.1% | $3,470-52.9% |
| Admin fee / account holder | $29 | $3,501-99.2% | $5,019-99.4% | $4,888-99.4% |