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 | $116,087 | $117,983-1.6% | $101,794+14.0% | $142,382-18.5% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 4.40% | 36.92%-32.5pp | 30.53%-26.1pp | 217.08%-212.7pp |
| Employer contribution / active EE | $992 | $2,773-64.2% | $2,289-56.7% | $4,299-76.9% |
| Participant deferral / active EE | $3,611 | $4,714-23.4% | $4,084-11.6% | $6,507-44.5% |
| Admin fee / account holder | $18 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |