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 | $65,959 | $96,557-31.7% | $80,975-18.5% | $273,961-75.9% |
| Participation rate | 42.9% | 79.1%-36.2pp | 75.8%-33.0pp | 83.0%-40.2pp |
| Annual return | 0.93% | 15.14%-14.2pp | 17.10%-16.2pp | 41.45%-40.5pp |
| Employer contribution / active EE | $675 | $4,868-86.1% | $3,714-81.8% | $4,869-86.1% |
| Participant deferral / active EE | $2,640 | $6,598-60.0% | $5,696-53.7% | $5,287-50.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $5,516-100.0% | $10,132-100.0% |