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 | $59,140 | $90,348-34.5% | $75,972-22.2% | $145,922-59.5% |
| Participation rate | 68.4% | 74.5%-6.0pp | 69.1%-0.6pp | 80.3%-11.9pp |
| Annual return | 4.65% | 620.88%-616.2pp | 359.55%-354.9pp | 561.29%-556.6pp |
| Employer contribution / active EE | $3,029 | $3,311-8.5% | $2,685+12.8% | $4,660-35.0% |
| Participant deferral / active EE | $3,496 | $5,162-32.3% | $4,255-17.9% | $6,688-47.7% |
| Admin fee / account holder | $178 | $8,467-97.9% | $6,467-97.3% | $13,397-98.7% |