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 | $79,756 | $84,233-5.3% | $170,442-53.2% | $70,131+13.7% |
| Participation rate | 51.4% | 70.8%-19.5pp | 83.6%-32.2pp | 69.5%-18.2pp |
| Annual return | 10.86% | 23.06%-12.2pp | 205.93%-195.1pp | 73.14%-62.3pp |
| Employer contribution / active EE | $1,716 | $3,387-49.3% | $5,433-68.4% | $2,342-26.8% |
| Participant deferral / active EE | $4,131 | $3,086+33.9% | $4,939-16.4% | $3,332+24.0% |
| Admin fee / account holder | $65 | $5,698-98.9% | $13,880-99.5% | $4,645-98.6% |