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 | $138,335 | $102,605+34.8% | $145,661-5.0% | $84,808+63.1% |
| Participation rate | 7.1% | 74.3%-67.1pp | 77.2%-70.1pp | 68.3%-61.2pp |
| Annual return | 3.36% | 26.50%-23.1pp | 101.46%-98.1pp | 40.90%-37.5pp |
| Employer contribution / active EE | $0 | $3,325-100.0% | $4,238-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $0 | $5,750-100.0% | $7,198-100.0% | $4,212-100.0% |
| Admin fee / account holder | $0 | $8,758-100.0% | $12,466-100.0% | $7,344-100.0% |