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 | $52,803 | $142,405-62.9% | $115,157-54.1% | $152,861-65.5% |
| Participation rate | 38.9% | 82.4%-43.5pp | 75.9%-37.0pp | 82.4%-43.6pp |
| Annual return | 6.09% | 41.48%-35.4pp | 35.60%-29.5pp | 345.32%-339.2pp |
| Employer contribution / active EE | $881 | $4,010-78.0% | $3,179-72.3% | $4,762-81.5% |
| Participant deferral / active EE | $2,256 | $5,164-56.3% | $4,168-45.9% | $5,850-61.4% |
| Admin fee / account holder | $38 | $8,462-99.6% | $7,088-99.5% | $11,596-99.7% |