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 | $17,141 | $80,717-78.8% | $154,803-88.9% | $84,808-79.8% |
| Participation rate | 48.6% | 66.8%-18.2pp | 78.1%-29.5pp | 68.3%-19.7pp |
| Annual return | 9.47% | 37.96%-28.5pp | 58.88%-49.4pp | 40.90%-31.4pp |
| Employer contribution / active EE | $526 | $2,761-81.0% | $4,305-87.8% | $2,631-80.0% |
| Participant deferral / active EE | $1,122 | $3,303-66.0% | $5,540-79.8% | $4,212-73.4% |
| Admin fee / account holder | $279 | $6,746-95.9% | $14,329-98.1% | $7,344-96.2% |