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 | $24,555 | $54,762-55.2% | $90,281-72.8% | $72,985-66.4% |
| Participation rate | 57.6% | 65.1%-7.5pp | 73.3%-15.6pp | 69.5%-11.9pp |
| Annual return | 4.61% | 30.63%-26.0pp | 78.10%-73.5pp | 81.00%-76.4pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,021 | $2,887-64.6% | $3,885-73.7% | $3,607-71.7% |
| Admin fee / account holder | $185 | $3,972-95.3% | $5,351-96.5% | $5,124-96.4% |