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 7-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 | $22,241 | $49,915-55.4% | $154,803-85.6% | $74,304-70.1% |
| Participation rate | 49.6% | 54.0%-4.4pp | 78.1%-28.5pp | 60.3%-10.8pp |
| Annual return | 4.33% | 34.06%-29.7pp | 58.88%-54.6pp | 29.43%-25.1pp |
| Employer contribution / active EE | $285 | $1,611-82.3% | $4,305-93.4% | $2,241-87.3% |
| Participant deferral / active EE | $1,112 | $2,255-50.7% | $5,540-79.9% | $3,767-70.5% |
| Admin fee / account holder | $277 | $2,189-87.3% | $14,329-98.1% | $2,969-90.7% |