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 | $54,257 | $99,020-45.2% | $86,590-37.3% | $147,584-63.2% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 5.54% | 1312.34%-1306.8pp | 964.84%-959.3pp | 578.55%-573.0pp |
| Employer contribution / active EE | $1,309 | $3,132-58.2% | $2,839-53.9% | $4,876-73.2% |
| Participant deferral / active EE | $5,267 | $3,972+32.6% | $3,609+45.9% | $5,439-3.2% |
| Admin fee / account holder | $157 | $5,710-97.3% | $4,906-96.8% | $10,885-98.6% |