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 | $35,964 | $56,897-36.8% | $84,750-57.6% | $62,891-42.8% |
| Participation rate | 24.4% | 68.5%-44.1pp | 76.6%-52.2pp | 69.3%-44.9pp |
| Annual return | -2.14% | 6.30%-8.4pp | 22.78%-24.9pp | 20.14%-22.3pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,166 | $2,709-57.0% | $3,712-68.6% | $3,203-63.6% |
| Admin fee / account holder | $147 | $3,581-95.9% | $5,332-97.2% | $4,296-96.6% |