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 | $76,002 | $74,888+1.5% | $71,209+6.7% | $142,382-46.6% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 11.43% | 345.14%-333.7pp | 282.51%-271.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $880 | $2,854-69.2% | $2,721-67.6% | $4,299-79.5% |
| Participant deferral / active EE | $3,399 | $4,454-23.7% | $4,175-18.6% | $6,507-47.8% |
| Admin fee / account holder | $182 | $5,568-96.7% | $5,349-96.6% | $12,624-98.6% |