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 | $23,483 | $107,334-78.1% | $92,893-74.7% | $152,861-84.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.4%-15.8pp |
| Annual return | 5.27% | 145.58%-140.3pp | 109.41%-104.1pp | 345.32%-340.0pp |
| Employer contribution / active EE | $1,455 | $4,221-65.5% | $3,653-60.2% | $4,762-69.5% |
| Participant deferral / active EE | $5,497 | $4,845+13.5% | $4,236+29.8% | $5,850-6.0% |
| Admin fee / account holder | -$2 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |