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 | $143,339 | $67,606+112.0% | $82,313+74.1% | $70,131+104.4% |
| Participation rate | 64.3% | 72.8%-8.5pp | 76.9%-12.6pp | 69.5%-5.3pp |
| Annual return | 9.32% | 21.57%-12.2pp | 25.88%-16.6pp | 73.14%-63.8pp |
| Employer contribution / active EE | $415 | $1,755-76.4% | $2,428-82.9% | $2,342-82.3% |
| Participant deferral / active EE | $3,053 | $2,987+2.2% | $3,706-17.6% | $3,332-8.4% |
| Admin fee / account holder | $193 | $4,512-95.7% | $5,608-96.6% | $4,645-95.8% |