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 | $29,867 | $54,541-45.2% | $78,778-62.1% | $70,131-57.4% |
| Participation rate | 29.4% | 60.8%-31.4pp | 69.2%-39.8pp | 69.5%-40.1pp |
| Annual return | 2.40% | 21.07%-18.7pp | 35.62%-33.2pp | 73.14%-70.7pp |
| Employer contribution / active EE | $542 | $1,089-50.2% | $1,986-72.7% | $2,342-76.9% |
| Participant deferral / active EE | $1,335 | $2,210-39.6% | $2,958-54.9% | $3,332-59.9% |
| Admin fee / account holder | $5 | $3,709-99.9% | $5,134-99.9% | $4,645-99.9% |