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 5-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 | $169,611 | $74,888+126.5% | $71,209+138.2% | $142,382+19.1% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 7.89% | 345.14%-337.3pp | 282.51%-274.6pp | 217.08%-209.2pp |
| Employer contribution / active EE | $765 | $2,854-73.2% | $2,721-71.9% | $4,299-82.2% |
| Participant deferral / active EE | $1,912 | $4,454-57.1% | $4,175-54.2% | $6,507-70.6% |
| Admin fee / account holder | $137 | $5,568-97.5% | $5,349-97.4% | $12,624-98.9% |