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 | $31,561 | $92,222-65.8% | $76,768-58.9% | $135,375-76.7% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -10.99% | 5.46%-16.4pp | 2.43%-13.4pp | 519.73%-530.7pp |
| Employer contribution / active EE | $785 | $3,216-75.6% | $2,485-68.4% | $4,779-83.6% |
| Participant deferral / active EE | $2,187 | $4,509-51.5% | $3,852-43.2% | $5,609-61.0% |
| Admin fee / account holder | $87 | $10,748-99.2% | $6,675-98.7% | $10,827-99.2% |