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 | $124,317 | $66,098+88.1% | $101,794+22.1% | $74,304+67.3% |
| Participation rate | 22.8% | 53.8%-30.9pp | 69.2%-46.4pp | 60.3%-37.5pp |
| Annual return | 12.27% | 19.59%-7.3pp | 30.53%-18.3pp | 29.43%-17.2pp |
| Employer contribution / active EE | $691 | $1,082-36.1% | $2,289-69.8% | $2,241-69.2% |
| Participant deferral / active EE | $1,206 | $2,781-56.6% | $4,084-70.5% | $3,767-68.0% |
| Admin fee / account holder | $42 | $4,146-99.0% | $8,777-99.5% | $2,969-98.6% |