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 | $66,845 | $53,822+24.2% | $75,696-11.7% | $85,850-22.1% |
| Participation rate | 48.8% | 69.1%-20.3pp | 74.8%-26.1pp | 69.3%-20.5pp |
| Annual return | 6.12% | 24.54%-18.4pp | 104.53%-98.4pp | 318.53%-312.4pp |
| Employer contribution / active EE | $357 | $2,017-82.3% | $2,743-87.0% | $2,565-86.1% |
| Participant deferral / active EE | $2,220 | $2,895-23.3% | $3,821-41.9% | $3,952-43.8% |
| Admin fee / account holder | $211 | $3,343-93.7% | $3,619-94.2% | $6,260-96.6% |