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 | $156,894 | $74,927+109.4% | $101,794+54.1% | $84,808+85.0% |
| Participation rate | 47.4% | 61.4%-14.0pp | 69.2%-21.7pp | 68.3%-20.9pp |
| Annual return | 12.29% | 18.70%-6.4pp | 30.53%-18.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $1,357 | $1,522-10.8% | $2,289-40.7% | $2,631-48.4% |
| Participant deferral / active EE | $2,214 | $3,099-28.6% | $4,084-45.8% | $4,212-47.4% |
| Admin fee / account holder | $207 | $6,514-96.8% | $8,777-97.6% | $7,344-97.2% |