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 | $20,468 | $48,046-57.4% | $84,611-75.8% | $72,985-72.0% |
| Participation rate | 44.1% | 57.6%-13.5pp | 68.2%-24.1pp | 69.5%-25.4pp |
| Annual return | 15.80% | 37.38%-21.6pp | 258.74%-242.9pp | 81.00%-65.2pp |
| Employer contribution / active EE | $849 | $1,602-47.0% | $2,652-68.0% | $2,440-65.2% |
| Participant deferral / active EE | $2,195 | $2,680-18.1% | $3,899-43.7% | $3,607-39.2% |
| Admin fee / account holder | $290 | $3,395-91.4% | $4,912-94.1% | $5,124-94.3% |