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 | $236,641 | $60,022+294.3% | $88,946+166.1% | $84,808+179.0% |
| Participation rate | 45.2% | 57.8%-12.7pp | 68.8%-23.7pp | 68.3%-23.1pp |
| Annual return | 13.51% | 22.43%-8.9pp | 57.82%-44.3pp | 40.90%-27.4pp |
| Employer contribution / active EE | $839 | $1,703-50.7% | $2,555-67.2% | $2,631-68.1% |
| Participant deferral / active EE | $1,717 | $3,114-44.8% | $4,581-62.5% | $4,212-59.2% |
| Admin fee / account holder | $143 | $4,811-97.0% | $8,261-98.3% | $7,344-98.1% |