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 | $67,603 | $202,318-66.6% | $172,739-60.9% | $152,861-55.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 3.26% | 1029.65%-1026.4pp | 802.84%-799.6pp | 345.32%-342.1pp |
| Employer contribution / active EE | $13,342 | $5,856+127.8% | $5,143+159.4% | $4,762+180.2% |
| Participant deferral / active EE | $12,567 | $5,948+111.3% | $5,198+141.8% | $5,850+114.8% |
| Admin fee / account holder | $255 | $17,109-98.5% | $13,954-98.2% | $11,596-97.8% |