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 | $41,345 | $76,000-45.6% | $154,107-73.2% | $64,186-35.6% |
| Participation rate | 32.0% | 70.4%-38.4pp | 83.0%-51.0pp | 69.6%-37.6pp |
| Annual return | -8.93% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,022 | $3,351-69.5% | $5,298-80.7% | $2,381-57.1% |
| Participant deferral / active EE | $2,946 | $3,175-7.2% | $5,081-42.0% | $3,470-15.1% |
| Admin fee / account holder | $43 | $5,596-99.2% | $13,411-99.7% | $4,888-99.1% |