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 | $79,372 | $91,552-13.3% | $133,956-40.7% | $79,858-0.6% |
| Participation rate | 40.0% | 73.3%-33.3pp | 79.8%-39.8pp | 69.6%-29.6pp |
| Annual return | 4.18% | 61.85%-57.7pp | 45.09%-40.9pp | 31.71%-27.5pp |
| Employer contribution / active EE | $1,195 | $2,384-49.8% | $3,919-69.5% | $2,471-51.6% |
| Participant deferral / active EE | $2,384 | $3,733-36.1% | $5,048-52.8% | $3,740-36.2% |
| Admin fee / account holder | $5 | $6,321-99.9% | $8,927-99.9% | $5,306-99.9% |