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 | $31,454 | $81,460-61.4% | $103,333-69.6% | $80,856-61.1% |
| Participation rate | 69.4% | 66.8%+2.5pp | 74.5%-5.2pp | 67.6%+1.7pp |
| Annual return | 8.28% | 25.55%-17.3pp | 24.88%-16.6pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,145 | $3,105-63.1% | $3,868-70.4% | $2,755-58.4% |
| Participant deferral / active EE | $1,749 | $3,869-54.8% | $5,057-65.4% | $4,296-59.3% |
| Admin fee / account holder | $223 | $6,566-96.6% | $8,355-97.3% | $6,918-96.8% |