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 | $40,731 | $30,400+34.0% | $53,898-24.4% | $84,808-52.0% |
| Participation rate | 48.8% | 46.4%+2.4pp | 55.0%-6.1pp | 68.3%-19.5pp |
| Annual return | 5.59% | 500.19%-494.6pp | 528.60%-523.0pp | 40.90%-35.3pp |
| Employer contribution / active EE | $379 | $603-37.2% | $932-59.4% | $2,631-85.6% |
| Participant deferral / active EE | $1,470 | $1,199+22.6% | $1,826-19.5% | $4,212-65.1% |
| Admin fee / account holder | $293 | $1,993-85.3% | $2,491-88.2% | $7,344-96.0% |