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 | $148,618 | $135,952+9.3% | $123,892+20.0% | $273,961-45.8% |
| Participation rate | 64.3% | 84.1%-19.8pp | 81.4%-17.1pp | 83.0%-18.7pp |
| Annual return | 1.29% | 56.63%-55.3pp | 47.52%-46.2pp | 41.45%-40.2pp |
| Employer contribution / active EE | $2,975 | $5,170-42.4% | $4,617-35.6% | $4,869-38.9% |
| Participant deferral / active EE | $6,866 | $6,343+8.3% | $5,984+14.7% | $5,287+29.9% |
| Admin fee / account holder | $155 | $9,817-98.4% | $8,357-98.1% | $10,132-98.5% |