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 | $40,935 | $93,571-56.3% | $135,903-69.9% | $75,163-45.5% |
| Participation rate | 53.8% | 75.2%-21.3pp | 81.9%-28.1pp | 67.2%-13.3pp |
| Annual return | 14.79% | 30.90%-16.1pp | 68.23%-53.4pp | 160.62%-145.8pp |
| Employer contribution / active EE | $1,724 | $3,537-51.3% | $4,856-64.5% | $2,670-35.4% |
| Participant deferral / active EE | $2,782 | $6,404-56.6% | $7,758-64.1% | $4,125-32.6% |
| Admin fee / account holder | $106 | $6,975-98.5% | $10,762-99.0% | $5,651-98.1% |