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 9-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 | $147,064 | $89,753+63.9% | $107,525+36.8% | $84,808+73.4% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 12.75% | 29.48%-16.7pp | 181.32%-168.6pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,791 | $3,113-42.5% | $3,754-52.3% | $2,631-31.9% |
| Participant deferral / active EE | $3,537 | $4,056-12.8% | $5,116-30.9% | $4,212-16.0% |
| Admin fee / account holder | $107 | $7,222-98.5% | $8,919-98.8% | $7,344-98.5% |