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 | $63,813 | $150,187-57.5% | $120,354-47.0% | $145,922-56.3% |
| Participation rate | 47.1% | 78.8%-31.7pp | 71.9%-24.8pp | 80.3%-33.2pp |
| Annual return | 5.40% | 154.07%-148.7pp | 107.15%-101.7pp | 561.29%-555.9pp |
| Employer contribution / active EE | $1,529 | $4,348-64.8% | $3,463-55.8% | $4,660-67.2% |
| Participant deferral / active EE | $4,104 | $6,173-33.5% | $4,991-17.8% | $6,688-38.6% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |