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 | $28,396 | $127,065-77.7% | $113,168-74.9% | $142,382-80.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 9.76% | 24.03%-14.3pp | 24.27%-14.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $1,887 | $3,442-45.2% | $2,975-36.6% | $4,299-56.1% |
| Participant deferral / active EE | $5,865 | $5,716+2.6% | $5,107+14.9% | $6,507-9.9% |
| Admin fee / account holder | $223 | $15,736-98.6% | $12,068-98.2% | $12,624-98.2% |