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 | $37,710 | $106,584-64.6% | $101,326-62.8% | $142,382-73.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 8.56% | 36.93%-28.4pp | 36.82%-28.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $1,072 | $3,956-72.9% | $3,665-70.7% | $4,299-75.1% |
| Participant deferral / active EE | $3,354 | $8,297-59.6% | $7,994-58.0% | $6,507-48.5% |
| Admin fee / account holder | $16 | $11,446-99.9% | $11,185-99.9% | $12,624-99.9% |