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 | $58,679 | $106,890-45.1% | $84,015-30.2% | $152,861-61.6% |
| Participation rate | 55.0% | 75.2%-20.2pp | 69.0%-14.0pp | 82.4%-27.4pp |
| Annual return | 6.75% | 104.99%-98.2pp | 71.31%-64.6pp | 345.32%-338.6pp |
| Employer contribution / active EE | $1,546 | $2,734-43.5% | $1,983-22.1% | $4,762-67.5% |
| Participant deferral / active EE | $2,183 | $4,011-45.6% | $3,239-32.6% | $5,850-62.7% |
| Admin fee / account holder | $54 | $8,285-99.3% | $6,101-99.1% | $11,596-99.5% |