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 | $25,956 | $65,365-60.3% | $92,893-72.1% | $72,985-64.4% |
| Participation rate | 68.8% | 68.3%+0.4pp | 76.0%-7.3pp | 69.5%-0.7pp |
| Annual return | 11.71% | 42.10%-30.4pp | 109.41%-97.7pp | 81.00%-69.3pp |
| Employer contribution / active EE | $1,959 | $2,594-24.5% | $3,653-46.4% | $2,440-19.7% |
| Participant deferral / active EE | $3,427 | $3,128+9.5% | $4,236-19.1% | $3,607-5.0% |
| Admin fee / account holder | $39 | $4,251-99.1% | $5,794-99.3% | $5,124-99.2% |