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 | $59,190 | $48,046+23.2% | $84,611-30.0% | $72,985-18.9% |
| Participation rate | 67.9% | 57.6%+10.3pp | 68.2%-0.4pp | 69.5%-1.6pp |
| Annual return | 15.96% | 37.38%-21.4pp | 258.74%-242.8pp | 81.00%-65.0pp |
| Employer contribution / active EE | $3,974 | $1,602+148.1% | $2,652+49.8% | $2,440+62.9% |
| Participant deferral / active EE | $3,730 | $2,680+39.1% | $3,899-4.3% | $3,607+3.4% |
| Admin fee / account holder | $176 | $3,395-94.8% | $4,912-96.4% | $5,124-96.6% |