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 | $64,127 | $72,277-11.3% | $101,248-36.7% | $79,858-19.7% |
| Participation rate | 24.0% | 68.5%-44.5pp | 75.8%-51.8pp | 69.6%-45.6pp |
| Annual return | 2.92% | 22.30%-19.4pp | 46.47%-43.6pp | 31.71%-28.8pp |
| Employer contribution / active EE | $1,039 | $2,692-61.4% | $3,660-71.6% | $2,471-57.9% |
| Participant deferral / active EE | $2,275 | $3,282-30.7% | $4,370-47.9% | $3,740-39.2% |
| Admin fee / account holder | $40 | $4,400-99.1% | $5,945-99.3% | $5,306-99.2% |