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 9-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 | $51,890 | $157,256-67.0% | $141,162-63.2% | $152,861-66.1% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.4%-49.1pp |
| Annual return | 1.88% | 64.32%-62.4pp | 71.39%-69.5pp | 345.32%-343.4pp |
| Employer contribution / active EE | $1,148 | $5,261-78.2% | $4,735-75.8% | $4,762-75.9% |
| Participant deferral / active EE | $4,592 | $7,109-35.4% | $6,709-31.6% | $5,850-21.5% |
| Admin fee / account holder | $206 | $12,120-98.3% | $10,261-98.0% | $11,596-98.2% |