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 | $30,149 | $78,672-61.7% | $109,143-72.4% | $85,850-64.9% |
| Participation rate | 66.0% | 68.3%-2.3pp | 75.9%-9.9pp | 69.3%-3.4pp |
| Annual return | 8.21% | 25.09%-16.9pp | 25.75%-17.5pp | 318.53%-310.3pp |
| Employer contribution / active EE | $1,253 | $2,735-54.2% | $3,722-66.3% | $2,565-51.1% |
| Participant deferral / active EE | $2,327 | $3,467-32.9% | $4,653-50.0% | $3,952-41.1% |
| Admin fee / account holder | $32 | $5,469-99.4% | $6,752-99.5% | $6,260-99.5% |