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 | $110,043 | $202,318-45.6% | $172,739-36.3% | $152,861-28.0% |
| Participation rate | 52.4% | 87.1%-34.7pp | 82.6%-30.3pp | 82.4%-30.1pp |
| Annual return | 1.12% | 1029.65%-1028.5pp | 802.84%-801.7pp | 345.32%-344.2pp |
| Employer contribution / active EE | $2,057 | $5,856-64.9% | $5,143-60.0% | $4,762-56.8% |
| Participant deferral / active EE | $4,200 | $5,948-29.4% | $5,198-19.2% | $5,850-28.2% |
| Admin fee / account holder | $97 | $17,109-99.4% | $13,954-99.3% | $11,596-99.2% |