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 | $89,661 | $86,929+3.1% | $102,423-12.5% | $80,856+10.9% |
| Participation rate | 46.4% | 72.4%-25.9pp | 76.5%-30.1pp | 67.6%-21.2pp |
| Annual return | 10.37% | 18.88%-8.5pp | 29.32%-19.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,941 | $4,118-28.6% | $5,053-41.8% | $4,296-31.5% |
| Admin fee / account holder | $45 | $8,049-99.4% | $9,451-99.5% | $6,918-99.3% |