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 | $164,268 | $86,929+89.0% | $102,423+60.4% | $80,856+103.2% |
| Participation rate | 64.0% | 72.4%-8.4pp | 76.5%-12.5pp | 67.6%-3.6pp |
| Annual return | 10.23% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,238 | $4,118-21.4% | $5,053-35.9% | $4,296-24.6% |
| Admin fee / account holder | $222 | $8,049-97.2% | $9,451-97.7% | $6,918-96.8% |