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 | $39,362 | $48,230-18.4% | $67,502-41.7% | $80,856-51.3% |
| Participation rate | 61.3% | 66.4%-5.1pp | 72.9%-11.6pp | 67.6%-6.3pp |
| Annual return | 10.14% | 18.28%-8.1pp | 3512.12%-3502.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,380 | $2,020-31.7% | $2,731-49.5% | $2,755-49.9% |
| Participant deferral / active EE | $4,322 | $2,924+47.8% | $4,000+8.1% | $4,296+0.6% |
| Admin fee / account holder | $168 | $3,681-95.4% | $3,998-95.8% | $6,918-97.6% |