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 | $43,795 | $54,705-19.9% | $71,209-38.5% | $84,808-48.4% |
| Participation rate | 51.3% | 64.1%-12.8pp | 73.8%-22.5pp | 68.3%-17.0pp |
| Annual return | 11.01% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $666 | $2,158-69.1% | $2,721-75.5% | $2,631-74.7% |
| Participant deferral / active EE | $1,344 | $3,030-55.7% | $4,175-67.8% | $4,212-68.1% |
| Admin fee / account holder | $90 | $4,863-98.2% | $5,349-98.3% | $7,344-98.8% |