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 9-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 | $26,615 | $63,346-58.0% | $92,233-71.1% | $70,131-62.0% |
| Participation rate | 53.5% | 68.7%-15.2pp | 76.5%-23.0pp | 69.5%-16.1pp |
| Annual return | 6.61% | 530.12%-523.5pp | 176.28%-169.7pp | 73.14%-66.5pp |
| Employer contribution / active EE | $1,921 | $2,471-22.3% | $3,679-47.8% | $2,342-18.0% |
| Participant deferral / active EE | $3,628 | $2,854+27.1% | $3,897-6.9% | $3,332+8.9% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |