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 | $84,749 | $53,127+59.5% | $86,590-2.1% | $70,131+20.8% |
| Participation rate | 6.7% | 65.3%-58.6pp | 73.5%-66.9pp | 69.5%-62.9pp |
| Annual return | 12.20% | 27.66%-15.5pp | 964.84%-952.6pp | 73.14%-60.9pp |
| Employer contribution / active EE | $304 | $2,068-85.3% | $2,839-89.3% | $2,342-87.0% |
| Participant deferral / active EE | $932 | $2,696-65.4% | $3,609-74.2% | $3,332-72.0% |
| Admin fee / account holder | $0 | $3,585-100.0% | $4,906-100.0% | $4,645-100.0% |