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 | $63,056 | $45,073+39.9% | $69,455-9.2% | $72,985-13.6% |
| Participation rate | 46.2% | 68.5%-22.3pp | 74.6%-28.5pp | 69.5%-23.3pp |
| Annual return | 1.12% | 22.65%-21.5pp | 28.97%-27.8pp | 81.00%-79.9pp |
| Employer contribution / active EE | $2,292 | $2,054+11.6% | $2,779-17.5% | $2,440-6.1% |
| Participant deferral / active EE | $4,402 | $2,602+69.2% | $3,535+24.5% | $3,607+22.0% |
| Admin fee / account holder | $109 | $3,056-96.4% | $3,839-97.2% | $5,124-97.9% |