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 | $138,362 | $110,257+25.5% | $96,544+43.3% | $139,434-0.8% |
| Participation rate | 54.5% | 78.1%-23.5pp | 76.0%-21.4pp | 80.3%-25.8pp |
| Annual return | 3.60% | 26.32%-22.7pp | 25.84%-22.2pp | 372.94%-369.3pp |
| Employer contribution / active EE | $1,777 | $3,620-50.9% | $2,965-40.1% | $4,751-62.6% |
| Participant deferral / active EE | $3,991 | $5,548-28.1% | $4,851-17.7% | $6,710-40.5% |
| Admin fee / account holder | $209 | $11,591-98.2% | $8,252-97.5% | $11,403-98.2% |