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 | $39,632 | $111,754-64.5% | $103,333-61.6% | $145,922-72.8% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.97% | 24.77%-15.8pp | 24.88%-15.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,041 | $4,212-75.3% | $3,868-73.1% | $4,660-77.7% |
| Participant deferral / active EE | $1,552 | $5,619-72.4% | $5,057-69.3% | $6,688-76.8% |
| Admin fee / account holder | $16 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |