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 | $39,906 | $55,706-28.4% | $75,886-47.4% | $72,985-45.3% |
| Participation rate | 65.5% | 61.1%+4.4pp | 69.3%-3.8pp | 69.5%-4.0pp |
| Annual return | 15.05% | 27.59%-12.5pp | 30.76%-15.7pp | 81.00%-66.0pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,084 | $2,634-58.9% | $3,603-69.9% | $3,607-70.0% |
| Admin fee / account holder | $281 | $3,978-92.9% | $5,418-94.8% | $5,124-94.5% |