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 | $65,038 | $81,248-20.0% | $155,509-58.2% | $80,856-19.6% |
| Participation rate | 35.0% | 66.2%-31.2pp | 78.2%-43.2pp | 67.6%-32.6pp |
| Annual return | 10.12% | 33.31%-23.2pp | 64.67%-54.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,368 | $3,100-55.9% | $4,672-70.7% | $2,755-50.3% |
| Participant deferral / active EE | $3,171 | $3,452-8.1% | $5,626-43.6% | $4,296-26.2% |
| Admin fee / account holder | $136 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |