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 | $26,056 | $65,041-59.9% | $90,951-71.4% | $79,858-67.4% |
| Participation rate | 57.7% | 61.6%-3.9pp | 69.0%-11.3pp | 69.6%-11.9pp |
| Annual return | 7.61% | 30.45%-22.8pp | 134.60%-127.0pp | 31.71%-24.1pp |
| Employer contribution / active EE | $967 | $1,247-22.4% | $2,122-54.4% | $2,471-60.9% |
| Participant deferral / active EE | $3,730 | $2,512+48.5% | $3,373+10.6% | $3,740-0.3% |
| Admin fee / account holder | $100 | $4,536-97.8% | $5,959-98.3% | $5,306-98.1% |