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 | $61,961 | $58,523+5.9% | $99,443-37.7% | $72,985-15.1% |
| Participation rate | 57.5% | 64.6%-7.1pp | 73.8%-16.3pp | 69.5%-12.0pp |
| Annual return | 8.15% | 28.51%-20.4pp | 30.72%-22.6pp | 81.00%-72.9pp |
| Employer contribution / active EE | $274 | $1,512-81.8% | $2,540-89.2% | $2,440-88.8% |
| Participant deferral / active EE | $1,551 | $2,606-40.5% | $3,619-57.1% | $3,607-57.0% |
| Admin fee / account holder | $20 | $4,102-99.5% | $6,250-99.7% | $5,124-99.6% |