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 | $31,323 | $53,127-41.0% | $86,590-63.8% | $70,131-55.3% |
| Participation rate | 65.4% | 65.3%+0.1pp | 73.5%-8.2pp | 69.5%-4.2pp |
| Annual return | 11.50% | 27.66%-16.2pp | 964.84%-953.3pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,620 | $2,696-39.9% | $3,609-55.1% | $3,332-51.4% |
| Admin fee / account holder | $107 | $3,585-97.0% | $4,906-97.8% | $4,645-97.7% |