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 | $72,452 | $51,576+40.5% | $129,207-43.9% | $80,856-10.4% |
| Participation rate | 40.0% | 57.0%-17.0pp | 69.6%-29.6pp | 67.6%-27.6pp |
| Annual return | 7.74% | 20.81%-13.1pp | 9417.33%-9409.6pp | 35.59%-27.9pp |
| Employer contribution / active EE | $1,086 | $1,584-31.4% | $4,153-73.8% | $2,755-60.6% |
| Participant deferral / active EE | $2,676 | $2,669+0.3% | $4,168-35.8% | $4,296-37.7% |
| Admin fee / account holder | $290 | $4,305-93.3% | $7,715-96.2% | $6,918-95.8% |