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 | $112,177 | $76,367+46.9% | $93,606+19.8% | $72,985+53.7% |
| Participation rate | 44.1% | 71.7%-27.6pp | 75.8%-31.7pp | 69.5%-25.4pp |
| Annual return | 15.57% | 25.82%-10.2pp | 32.76%-17.2pp | 81.00%-65.4pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,546 | $3,538-56.3% | $4,069-62.0% | $3,607-57.1% |
| Admin fee / account holder | $209 | $6,838-96.9% | $7,888-97.3% | $5,124-95.9% |