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 | $54,904 | $99,341-44.7% | $84,750-35.2% | $273,961-80.0% |
| Participation rate | 39.1% | 80.7%-41.6pp | 76.6%-37.5pp | 83.0%-43.9pp |
| Annual return | 1.97% | 22.93%-21.0pp | 22.78%-20.8pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,160 | $4,214-72.5% | $3,574-67.5% | $4,869-76.2% |
| Participant deferral / active EE | $3,089 | $4,269-27.7% | $3,712-16.8% | $5,287-41.6% |
| Admin fee / account holder | $56 | $6,644-99.2% | $5,332-98.9% | $10,132-99.4% |