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 | $13,657 | $22,587-39.5% | $65,255-79.1% | $75,163-81.8% |
| Participation rate | 66.7% | 63.1%+3.6pp | 65.0%+1.7pp | 67.2%-0.5pp |
| Annual return | 11.71% | 71.03%-59.3pp | 47.35%-35.6pp | 160.62%-148.9pp |
| Employer contribution / active EE | $1,102 | $941+17.2% | $1,691-34.9% | $2,670-58.7% |
| Participant deferral / active EE | $1,102 | $1,695-35.0% | $2,831-61.1% | $4,125-73.3% |
| Admin fee / account holder | $274 | $1,876-85.4% | $4,112-93.3% | $5,651-95.2% |