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 | $29,444 | $45,073-34.7% | $69,455-57.6% | $72,985-59.7% |
| Participation rate | 30.3% | 68.5%-38.2pp | 74.6%-44.3pp | 69.5%-39.2pp |
| Annual return | 5.36% | 22.65%-17.3pp | 28.97%-23.6pp | 81.00%-75.6pp |
| Employer contribution / active EE | $456 | $2,054-77.8% | $2,779-83.6% | $2,440-81.3% |
| Participant deferral / active EE | $925 | $2,602-64.5% | $3,535-73.8% | $3,607-74.4% |
| Admin fee / account holder | $69 | $3,056-97.7% | $3,839-98.2% | $5,124-98.7% |