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 | $120,718 | $133,922-9.9% | $116,228+3.9% | $142,382-15.2% |
| Participation rate | 33.3% | 77.9%-44.5pp | 74.6%-41.2pp | 80.1%-46.8pp |
| Annual return | 9.07% | 147.76%-138.7pp | 90.06%-81.0pp | 217.08%-208.0pp |
| Employer contribution / active EE | $720 | $3,446-79.1% | $2,994-76.0% | $4,299-83.3% |
| Participant deferral / active EE | $6,000 | $5,672+5.8% | $4,953+21.1% | $6,507-7.8% |
| Admin fee / account holder | $20 | $14,945-99.9% | $11,989-99.8% | $12,624-99.8% |