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 | $39,874 | $49,227-19.0% | $70,449-43.4% | $79,858-50.1% |
| Participation rate | 39.5% | 69.2%-29.6pp | 75.1%-35.5pp | 69.6%-30.1pp |
| Annual return | 3.94% | 30.06%-26.1pp | 109.03%-105.1pp | 31.71%-27.8pp |
| Employer contribution / active EE | $1,017 | $2,099-51.5% | $2,737-62.8% | $2,471-58.8% |
| Participant deferral / active EE | $1,932 | $2,768-30.2% | $3,709-47.9% | $3,740-48.3% |
| Admin fee / account holder | $236 | $2,878-91.8% | $3,845-93.9% | $5,306-95.6% |