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 | $17,095 | $77,634-78.0% | $156,549-89.1% | $62,891-72.8% |
| Participation rate | 66.0% | 71.2%-5.2pp | 84.0%-18.0pp | 69.3%-3.3pp |
| Annual return | -0.87% | 50.32%-51.2pp | 32.23%-33.1pp | 20.14%-21.0pp |
| Employer contribution / active EE | $630 | $3,444-81.7% | $5,501-88.5% | $2,281-72.4% |
| Participant deferral / active EE | $952 | $3,045-68.7% | $4,871-80.4% | $3,203-70.3% |
| Admin fee / account holder | $46 | $5,561-99.2% | $13,027-99.6% | $4,296-98.9% |