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 | $35,261 | $103,376-65.9% | $87,100-59.5% | $152,861-76.9% |
| Participation rate | 35.3% | 79.3%-44.1pp | 76.9%-41.6pp | 82.4%-47.2pp |
| Annual return | 4.18% | 28.10%-23.9pp | 28.19%-24.0pp | 345.32%-341.1pp |
| Employer contribution / active EE | $935 | $3,220-71.0% | $2,521-62.9% | $4,762-80.4% |
| Participant deferral / active EE | $3,359 | $4,778-29.7% | $4,049-17.0% | $5,850-42.6% |
| Admin fee / account holder | $235 | $12,205-98.1% | $7,497-96.9% | $11,596-98.0% |