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 | $223,400 | $117,983+89.3% | $101,794+119.5% | $142,382+56.9% |
| Participation rate | 16.7% | 74.2%-57.6pp | 69.2%-52.5pp | 80.1%-63.5pp |
| Annual return | 3.79% | 36.92%-33.1pp | 30.53%-26.7pp | 217.08%-213.3pp |
| Employer contribution / active EE | $770 | $2,773-72.2% | $2,289-66.4% | $4,299-82.1% |
| Participant deferral / active EE | $1,924 | $4,714-59.2% | $4,084-52.9% | $6,507-70.4% |
| Admin fee / account holder | $60 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |