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 | $81,575 | $90,503-9.9% | $78,689+3.7% | $273,961-70.2% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 1.35% | 75.60%-74.3pp | 62.18%-60.8pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,188 | $3,176-62.6% | $2,851-58.3% | $4,869-75.6% |
| Participant deferral / active EE | $1,188 | $3,901-69.6% | $3,517-66.2% | $5,287-77.5% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,132-99.8% |