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 | $149,683 | $101,724+47.1% | $164,813-9.2% | $80,856+85.1% |
| Participation rate | 38.7% | 71.8%-33.1pp | 78.6%-39.9pp | 67.6%-28.9pp |
| Annual return | 5.18% | 16.72%-11.5pp | 69.93%-64.7pp | 35.59%-30.4pp |
| Employer contribution / active EE | $1,660 | $2,953-43.8% | $4,341-61.8% | $2,755-39.8% |
| Participant deferral / active EE | $4,207 | $4,477-6.0% | $6,031-30.2% | $4,296-2.1% |
| Admin fee / account holder | $121 | $8,227-98.5% | $12,690-99.0% | $6,918-98.2% |