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 | $57,859 | $111,724-48.2% | $93,606-38.2% | $145,922-60.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 5.43% | 202.98%-197.5pp | 133.20%-127.8pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,256 | $3,090-59.4% | $2,420-48.1% | $4,660-73.1% |
| Participant deferral / active EE | $2,429 | $4,912-50.6% | $4,411-44.9% | $6,688-63.7% |
| Admin fee / account holder | $230 | $10,250-97.8% | $8,285-97.2% | $13,397-98.3% |