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 | $141,121 | $181,894-22.4% | $156,549-9.9% | $273,961-48.5% |
| Participation rate | 20.0% | 88.4%-68.4pp | 84.0%-64.0pp | 83.0%-63.0pp |
| Annual return | 1.99% | 30.74%-28.8pp | 32.23%-30.2pp | 41.45%-39.5pp |
| Employer contribution / active EE | $2,880 | $6,248-53.9% | $5,501-47.6% | $4,869-40.8% |
| Participant deferral / active EE | $2,880 | $5,550-48.1% | $4,871-40.9% | $5,287-45.5% |
| Admin fee / account holder | $20 | $15,559-99.9% | $13,027-99.8% | $10,132-99.8% |