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 | $58,239 | $98,240-40.7% | $82,313-29.2% | $147,584-60.5% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 3.41% | 30.85%-27.4pp | 25.88%-22.5pp | 578.55%-575.1pp |
| Employer contribution / active EE | $1,501 | $3,192-53.0% | $2,428-38.2% | $4,876-69.2% |
| Participant deferral / active EE | $3,512 | $4,383-19.9% | $3,706-5.2% | $5,439-35.4% |
| Admin fee / account holder | $10 | $8,563-99.9% | $5,608-99.8% | $10,885-99.9% |