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 | $39,973 | $209,832-80.9% | $189,513-78.9% | $167,490-76.1% |
| Participation rate | 60.0% | 88.7%-28.7pp | 87.8%-27.8pp | 82.1%-22.1pp |
| Annual return | 3.48% | 748.27%-744.8pp | 555.15%-551.7pp | 478.56%-475.1pp |
| Employer contribution / active EE | $9,032 | $6,914+30.6% | $6,162+46.6% | $4,837+86.7% |
| Participant deferral / active EE | $10,400 | $8,935+16.4% | $8,221+26.5% | $6,341+64.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |