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 | $63,114 | $58,512+7.9% | $84,015-24.9% | $72,985-13.5% |
| Participation rate | 52.8% | 61.2%-8.4pp | 69.0%-16.2pp | 69.5%-16.7pp |
| Annual return | 14.68% | 28.93%-14.2pp | 71.31%-56.6pp | 81.00%-66.3pp |
| Employer contribution / active EE | $1,188 | $1,163+2.2% | $1,983-40.1% | $2,440-51.3% |
| Participant deferral / active EE | $2,345 | $2,394-2.0% | $3,239-27.6% | $3,607-35.0% |
| Admin fee / account holder | $141 | $4,569-96.9% | $6,101-97.7% | $5,124-97.2% |