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 | $20,876 | $45,073-53.7% | $69,455-69.9% | $72,985-71.4% |
| Participation rate | 55.3% | 68.5%-13.2pp | 74.6%-19.3pp | 69.5%-14.2pp |
| Annual return | 4.26% | 22.65%-18.4pp | 28.97%-24.7pp | 81.00%-76.7pp |
| Employer contribution / active EE | $555 | $2,054-73.0% | $2,779-80.0% | $2,440-77.3% |
| Participant deferral / active EE | $2,088 | $2,602-19.8% | $3,535-41.0% | $3,607-42.1% |
| Admin fee / account holder | $239 | $3,056-92.2% | $3,839-93.8% | $5,124-95.3% |