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 | $35,520 | $92,703-61.7% | $82,719-57.1% | $134,475-73.6% |
| Participation rate | 54.5% | 75.2%-20.6pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -29.40% | 944.92%-974.3pp | 701.18%-730.6pp | 417.96%-447.4pp |
| Employer contribution / active EE | $674 | $3,274-79.4% | $3,009-77.6% | $4,740-85.8% |
| Participant deferral / active EE | $1,739 | $4,802-63.8% | $4,395-60.4% | $6,400-72.8% |
| Admin fee / account holder | $15 | $5,983-99.7% | $5,329-99.7% | $11,426-99.9% |