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 | $75,516 | $103,376-26.9% | $87,100-13.3% | $152,861-50.6% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.9%-34.0pp | 82.4%-39.6pp |
| Annual return | 10.35% | 28.10%-17.7pp | 28.19%-17.8pp | 345.32%-335.0pp |
| Employer contribution / active EE | $1,846 | $3,220-42.7% | $2,521-26.8% | $4,762-61.2% |
| Participant deferral / active EE | $6,003 | $4,778+25.6% | $4,049+48.3% | $5,850+2.6% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |