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 | $82,579 | $102,966-19.8% | $90,281-8.5% | $152,861-46.0% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.4%-39.6pp |
| Annual return | 5.29% | 95.16%-89.9pp | 78.10%-72.8pp | 345.32%-340.0pp |
| Employer contribution / active EE | $275 | $3,139-91.2% | $2,854-90.4% | $4,762-94.2% |
| Participant deferral / active EE | $4,684 | $4,281+9.4% | $3,885+20.5% | $5,850-19.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |