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 | $28,276 | $53,127-46.8% | $86,590-67.3% | $70,131-59.7% |
| Participation rate | 50.0% | 65.3%-15.3pp | 73.5%-23.5pp | 69.5%-19.5pp |
| Annual return | 11.28% | 27.66%-16.4pp | 964.84%-953.6pp | 73.14%-61.9pp |
| Employer contribution / active EE | $304 | $2,068-85.3% | $2,839-89.3% | $2,342-87.0% |
| Participant deferral / active EE | $2,106 | $2,696-21.9% | $3,609-41.6% | $3,332-36.8% |
| Admin fee / account holder | $89 | $3,585-97.5% | $4,906-98.2% | $4,645-98.1% |