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 | $38,327 | $100,852-62.0% | $90,404-57.6% | $158,922-75.9% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.7%-15.5pp | 82.0%-24.8pp |
| Annual return | 1.66% | 1724.20%-1722.5pp | 1293.02%-1291.4pp | 302.83%-301.2pp |
| Employer contribution / active EE | $909 | $3,689-75.4% | $3,262-72.1% | $4,761-80.9% |
| Participant deferral / active EE | $10,674 | $4,348+145.5% | $3,963+169.3% | $5,982+78.4% |
| Admin fee / account holder | $139 | $6,501-97.9% | $5,611-97.5% | $11,246-98.8% |