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 | $39,133 | $62,586-37.5% | $76,768-49.0% | $64,186-39.0% |
| Participation rate | 43.6% | 72.8%-29.2pp | 77.0%-33.4pp | 69.6%-26.0pp |
| Annual return | -7.82% | -1.95%-5.9pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,433 | $1,832-21.8% | $2,485-42.4% | $2,381-39.8% |
| Participant deferral / active EE | $2,965 | $3,145-5.7% | $3,852-23.0% | $3,470-14.5% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,888-100.0% |