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 | $48,211 | $107,334-55.1% | $92,893-48.1% | $152,861-68.5% |
| Participation rate | 55.0% | 79.8%-24.8pp | 76.0%-21.0pp | 82.4%-27.4pp |
| Annual return | 10.95% | 145.58%-134.6pp | 109.41%-98.5pp | 345.32%-334.4pp |
| Employer contribution / active EE | $1,055 | $4,221-75.0% | $3,653-71.1% | $4,762-77.9% |
| Participant deferral / active EE | $1,960 | $4,845-59.5% | $4,236-53.7% | $5,850-66.5% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |