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 | $76,040 | $65,365+16.3% | $92,893-18.1% | $72,985+4.2% |
| Participation rate | 58.6% | 68.3%-9.7pp | 76.0%-17.4pp | 69.5%-10.9pp |
| Annual return | 6.14% | 42.10%-36.0pp | 109.41%-103.3pp | 81.00%-74.9pp |
| Employer contribution / active EE | $1,130 | $2,594-56.4% | $3,653-69.1% | $2,440-53.7% |
| Participant deferral / active EE | $3,370 | $3,128+7.7% | $4,236-20.4% | $3,607-6.6% |
| Admin fee / account holder | $79 | $4,251-98.1% | $5,794-98.6% | $5,124-98.5% |