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 | $16,244 | $32,037-49.3% | $69,182-76.5% | $62,891-74.2% |
| Participation rate | 32.4% | 43.4%-11.0pp | 55.1%-22.7pp | 69.3%-36.9pp |
| Annual return | -0.34% | 15.16%-15.5pp | -21.93%+21.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $500 | $679-26.3% | $1,206-58.5% | $2,281-78.1% |
| Participant deferral / active EE | $724 | $1,185-38.9% | $1,897-61.8% | $3,203-77.4% |
| Admin fee / account holder | $147 | $2,608-94.4% | $2,697-94.6% | $4,296-96.6% |