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 | $135,137 | $91,190+48.2% | $178,490-24.3% | $79,858+69.2% |
| Participation rate | 60.3% | 69.2%-8.9pp | 81.9%-21.6pp | 69.6%-9.3pp |
| Annual return | 8.08% | 24.19%-16.1pp | 151.07%-143.0pp | 31.71%-23.6pp |
| Employer contribution / active EE | $5,172 | $3,256+58.9% | $5,011+3.2% | $2,471+109.3% |
| Participant deferral / active EE | $1,928 | $3,236-40.4% | $5,202-62.9% | $3,740-48.5% |
| Admin fee / account holder | $210 | $6,751-96.9% | $13,984-98.5% | $5,306-96.0% |