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 | $75,650 | $86,286-12.3% | $111,297-32.0% | $85,850-11.9% |
| Participation rate | 40.0% | 73.3%-33.3pp | 77.3%-37.3pp | 69.3%-29.3pp |
| Annual return | 9.90% | 19.99%-10.1pp | 54.65%-44.7pp | 318.53%-308.6pp |
| Employer contribution / active EE | $531 | $2,043-74.0% | $2,731-80.6% | $2,565-79.3% |
| Participant deferral / active EE | $2,554 | $3,641-29.8% | $4,487-43.1% | $3,952-35.4% |
| Admin fee / account holder | $75 | $8,188-99.1% | $7,964-99.1% | $6,260-98.8% |