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 | $72,475 | $72,012+0.6% | $185,823-61.0% | $79,858-9.2% |
| Participation rate | 28.0% | 65.8%-37.8pp | 78.0%-50.0pp | 69.6%-41.6pp |
| Annual return | 11.33% | 23.12%-11.8pp | 35.95%-24.6pp | 31.71%-20.4pp |
| Employer contribution / active EE | $1,078 | $1,965-45.1% | $4,087-73.6% | $2,471-56.4% |
| Participant deferral / active EE | $1,719 | $3,779-54.5% | $5,632-69.5% | $3,740-54.0% |
| Admin fee / account holder | $95 | $4,513-97.9% | $9,500-99.0% | $5,306-98.2% |