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 | $36,287 | $176,377-79.4% | $134,143-72.9% | $158,922-77.2% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | -0.56% | 63.63%-64.2pp | 36.33%-36.9pp | 302.83%-303.4pp |
| Employer contribution / active EE | $1,771 | $5,040-64.9% | $3,704-52.2% | $4,761-62.8% |
| Participant deferral / active EE | $1,315 | $4,091-67.9% | $3,499-62.4% | $5,982-78.0% |
| Admin fee / account holder | $55 | $8,718-99.4% | $6,684-99.2% | $11,246-99.5% |