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 | $85,879 | $88,751-3.2% | $81,812+5.0% | $145,922-41.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 2.31% | 1025.40%-1023.1pp | 773.79%-771.5pp | 561.29%-559.0pp |
| Employer contribution / active EE | $1,752 | $3,083-43.2% | $2,912-39.9% | $4,660-62.4% |
| Participant deferral / active EE | $8,232 | $4,643+77.3% | $4,319+90.6% | $6,688+23.1% |
| Admin fee / account holder | $30 | $8,415-99.6% | $7,386-99.6% | $13,397-99.8% |