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 | $179,582 | $209,411-14.2% | $178,490+0.6% | $158,922+13.0% |
| Participation rate | 50.0% | 86.3%-36.3pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 2.50% | 188.75%-186.3pp | 151.07%-148.6pp | 302.83%-300.3pp |
| Employer contribution / active EE | $1,711 | $5,706-70.0% | $5,011-65.9% | $4,761-64.1% |
| Participant deferral / active EE | $3,292 | $5,954-44.7% | $5,202-36.7% | $5,982-45.0% |
| Admin fee / account holder | $10 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |