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 | $163,351 | $115,770+41.1% | $101,248+61.3% | $158,922+2.8% |
| Participation rate | 64.3% | 79.4%-15.1pp | 75.8%-11.5pp | 82.0%-17.7pp |
| Annual return | 7.13% | 56.14%-49.0pp | 46.47%-39.3pp | 302.83%-295.7pp |
| Employer contribution / active EE | $2,097 | $4,175-49.8% | $3,660-42.7% | $4,761-56.0% |
| Participant deferral / active EE | $4,197 | $4,957-15.3% | $4,370-4.0% | $5,982-29.8% |
| Admin fee / account holder | $266 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |