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 | $105,668 | $150,187-29.6% | $120,354-12.2% | $145,922-27.6% |
| Participation rate | 66.7% | 78.8%-12.1pp | 71.9%-5.2pp | 80.3%-13.6pp |
| Annual return | 4.85% | 154.07%-149.2pp | 107.15%-102.3pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,218 | $4,348-72.0% | $3,463-64.8% | $4,660-73.9% |
| Participant deferral / active EE | $1,522 | $6,173-75.3% | $4,991-69.5% | $6,688-77.2% |
| Admin fee / account holder | $166 | $12,207-98.6% | $9,423-98.2% | $13,397-98.8% |