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 | $14,765 | $102,966-85.7% | $90,281-83.6% | $152,861-90.3% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 5.80% | 95.16%-89.4pp | 78.10%-72.3pp | 345.32%-339.5pp |
| Employer contribution / active EE | $669 | $3,139-78.7% | $2,854-76.6% | $4,762-86.0% |
| Participant deferral / active EE | $1,141 | $4,281-73.3% | $3,885-70.6% | $5,850-80.5% |
| Admin fee / account holder | $215 | $6,171-96.5% | $5,351-96.0% | $11,596-98.1% |