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 | $169,480 | $81,460+108.1% | $103,333+64.0% | $80,856+109.6% |
| Participation rate | 48.0% | 66.8%-18.8pp | 74.5%-26.5pp | 67.6%-19.6pp |
| Annual return | 9.61% | 25.55%-15.9pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,860 | $3,105-40.1% | $3,868-51.9% | $2,755-32.5% |
| Participant deferral / active EE | $6,108 | $3,869+57.9% | $5,057+20.8% | $4,296+42.2% |
| Admin fee / account holder | $230 | $6,566-96.5% | $8,355-97.3% | $6,918-96.7% |