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 | $72,471 | $73,933-2.0% | $96,683-25.0% | $75,163-3.6% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 12.95% | 26.70%-13.8pp | 35.69%-22.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,437 | $2,928-50.9% | $3,737-61.5% | $2,670-46.2% |
| Participant deferral / active EE | $3,872 | $3,659+5.8% | $4,878-20.6% | $4,125-6.1% |
| Admin fee / account holder | $183 | $5,216-96.5% | $6,730-97.3% | $5,651-96.8% |