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 | $118,520 | $95,416+24.2% | $185,823-36.2% | $85,850+38.1% |
| Participation rate | 67.7% | 68.8%-1.1pp | 81.7%-14.0pp | 69.3%-1.6pp |
| Annual return | 10.38% | 23.59%-13.2pp | 122.05%-111.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $1,991 | $3,314-39.9% | $5,167-61.5% | $2,565-22.4% |
| Participant deferral / active EE | $5,114 | $3,423+49.4% | $5,568-8.2% | $3,952+29.4% |
| Admin fee / account holder | $294 | $7,213-95.9% | $16,237-98.2% | $6,260-95.3% |