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 | $53,785 | $96,956-44.5% | $70,014-23.2% | $273,961-80.4% |
| Participation rate | 20.0% | 77.1%-57.1pp | 71.8%-51.8pp | 83.0%-63.0pp |
| Annual return | -2.99% | 12.93%-15.9pp | 12.99%-16.0pp | 41.45%-44.4pp |
| Employer contribution / active EE | $759 | $3,316-77.1% | $2,338-67.5% | $4,869-84.4% |
| Participant deferral / active EE | $4,800 | $3,744+28.2% | $2,931+63.8% | $5,287-9.2% |
| Admin fee / account holder | $38 | $7,934-99.5% | $4,380-99.1% | $10,132-99.6% |