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 | $36,532 | $74,888-51.2% | $71,209-48.7% | $142,382-74.3% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 3.72% | 345.14%-341.4pp | 282.51%-278.8pp | 217.08%-213.4pp |
| Employer contribution / active EE | $879 | $2,854-69.2% | $2,721-67.7% | $4,299-79.6% |
| Participant deferral / active EE | $1,080 | $4,454-75.8% | $4,175-74.1% | $6,507-83.4% |
| Admin fee / account holder | $270 | $5,568-95.2% | $5,349-95.0% | $12,624-97.9% |