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 | $72,013 | $99,652-27.7% | $78,778-8.6% | $147,584-51.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | 6.03% | 47.28%-41.2pp | 35.62%-29.6pp | 578.55%-572.5pp |
| Employer contribution / active EE | $1,393 | $2,796-50.2% | $1,986-29.9% | $4,876-71.4% |
| Participant deferral / active EE | $1,094 | $3,664-70.1% | $2,958-63.0% | $5,439-79.9% |
| Admin fee / account holder | $197 | $7,155-97.2% | $5,134-96.2% | $10,885-98.2% |