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 | $39,837 | $171,865-76.8% | $149,718-73.4% | $147,584-73.0% |
| Participation rate | 46.2% | 88.2%-42.0pp | 87.1%-40.9pp | 82.8%-36.7pp |
| Annual return | 7.93% | 2113.22%-2105.3pp | 1501.63%-1493.7pp | 578.55%-570.6pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,676 | $7,271-63.2% | $6,569-59.3% | $5,439-50.8% |
| Admin fee / account holder | $26 | $13,799-99.8% | $11,283-99.8% | $10,885-99.8% |