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 | $130,893 | $108,919+20.2% | $100,391+30.4% | $145,922-10.3% |
| Participation rate | 28.6% | 82.9%-54.4pp | 81.5%-52.9pp | 80.3%-51.7pp |
| Annual return | 8.41% | 57.88%-49.5pp | 49.20%-40.8pp | 561.29%-552.9pp |
| Employer contribution / active EE | $0 | $4,419-100.0% | $3,942-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,035 | $8,445-52.2% | $8,082-50.1% | $6,688-39.7% |
| Admin fee / account holder | $81 | $9,689-99.2% | $7,899-99.0% | $13,397-99.4% |