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 | $90,138 | $105,181-14.3% | $159,436-43.5% | $85,850+5.0% |
| Participation rate | 62.9% | 75.8%-12.9pp | 82.8%-20.0pp | 69.3%-6.5pp |
| Annual return | 11.98% | 45.07%-33.1pp | 263.57%-251.6pp | 318.53%-306.6pp |
| Employer contribution / active EE | $3,438 | $3,318+3.6% | $4,829-28.8% | $2,565+34.0% |
| Participant deferral / active EE | $6,795 | $5,945+14.3% | $7,352-7.6% | $3,952+71.9% |
| Admin fee / account holder | $200 | $6,933-97.1% | $10,799-98.1% | $6,260-96.8% |