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 | $136,193 | $124,319+9.6% | $111,297+22.4% | $167,490-18.7% |
| Participation rate | 27.3% | 79.6%-52.3pp | 77.3%-50.0pp | 82.1%-54.8pp |
| Annual return | 1.57% | 37.44%-35.9pp | 54.65%-53.1pp | 478.56%-477.0pp |
| Employer contribution / active EE | $1,787 | $3,435-48.0% | $2,731-34.6% | $4,837-63.1% |
| Participant deferral / active EE | $4,416 | $5,180-14.7% | $4,487-1.6% | $6,341-30.4% |
| Admin fee / account holder | $0 | $10,618-100.0% | $7,964-100.0% | $12,309-100.0% |