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 | $55,614 | $96,557-42.4% | $80,975-31.3% | $273,961-79.7% |
| Participation rate | 60.0% | 79.1%-19.1pp | 75.8%-15.8pp | 83.0%-23.0pp |
| Annual return | 1.47% | 15.14%-13.7pp | 17.10%-15.6pp | 41.45%-40.0pp |
| Employer contribution / active EE | $617 | $4,868-87.3% | $3,714-83.4% | $4,869-87.3% |
| Participant deferral / active EE | $3,042 | $6,598-53.9% | $5,696-46.6% | $5,287-42.5% |
| Admin fee / account holder | $198 | $7,492-97.4% | $5,516-96.4% | $10,132-98.0% |