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 | $72,445 | $80,717-10.2% | $154,803-53.2% | $84,808-14.6% |
| Participation rate | 37.0% | 66.8%-29.8pp | 78.1%-41.0pp | 68.3%-31.3pp |
| Annual return | 8.88% | 37.96%-29.1pp | 58.88%-50.0pp | 40.90%-32.0pp |
| Employer contribution / active EE | $893 | $2,761-67.7% | $4,305-79.3% | $2,631-66.0% |
| Participant deferral / active EE | $1,839 | $3,303-44.3% | $5,540-66.8% | $4,212-56.3% |
| Admin fee / account holder | $134 | $6,746-98.0% | $14,329-99.1% | $7,344-98.2% |