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 | $93,707 | $103,966-9.9% | $112,887-17.0% | $75,163+24.7% |
| Participation rate | 65.5% | 75.7%-10.2pp | 80.5%-15.0pp | 67.2%-1.7pp |
| Annual return | 8.43% | 24.54%-16.1pp | 34.10%-25.7pp | 160.62%-152.2pp |
| Employer contribution / active EE | $1,667 | $3,870-56.9% | $4,563-63.5% | $2,670-37.6% |
| Participant deferral / active EE | $7,093 | $5,456+30.0% | $6,513+8.9% | $4,125+71.9% |
| Admin fee / account holder | $154 | $7,663-98.0% | $7,047-97.8% | $5,651-97.3% |