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 | $108,733 | $217,402-50.0% | $185,823-41.5% | $167,490-35.1% |
| Participation rate | 33.3% | 86.0%-52.7pp | 81.7%-48.4pp | 82.1%-48.8pp |
| Annual return | 7.53% | 148.36%-140.8pp | 122.05%-114.5pp | 478.56%-471.0pp |
| Employer contribution / active EE | $2,252 | $5,873-61.7% | $5,167-56.4% | $4,837-53.5% |
| Participant deferral / active EE | $7,976 | $6,356+25.5% | $5,568+43.3% | $6,341+25.8% |
| Admin fee / account holder | $21 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |