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 | $68,885 | $84,233-18.2% | $170,442-59.6% | $70,131-1.8% |
| Participation rate | 47.2% | 70.8%-23.6pp | 83.6%-36.4pp | 69.5%-22.3pp |
| Annual return | 8.65% | 23.06%-14.4pp | 205.93%-197.3pp | 73.14%-64.5pp |
| Employer contribution / active EE | $937 | $3,387-72.3% | $5,433-82.8% | $2,342-60.0% |
| Participant deferral / active EE | $3,120 | $3,086+1.1% | $4,939-36.8% | $3,332-6.3% |
| Admin fee / account holder | $266 | $5,698-95.3% | $13,880-98.1% | $4,645-94.3% |