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 | $65,386 | $65,3950% | $182,532-64.2% | $72,985-10.4% |
| Participation rate | 32.1% | 65.4%-33.3pp | 78.0%-45.8pp | 69.5%-37.3pp |
| Annual return | 14.13% | 27.68%-13.6pp | 148.54%-134.4pp | 81.00%-66.9pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,385 | $3,563-33.1% | $5,524-56.8% | $3,607-33.9% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |