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 | $87,628 | $150,440-41.8% | $136,294-35.7% | $147,584-40.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 6.24% | 1049.08%-1042.8pp | 5155.94%-5149.7pp | 578.55%-572.3pp |
| Employer contribution / active EE | $1,497 | $5,256-71.5% | $4,695-68.1% | $4,876-69.3% |
| Participant deferral / active EE | $4,755 | $6,630-28.3% | $6,247-23.9% | $5,439-12.6% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |