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 | $98,394 | $817,678-88.0% | $392,568-74.9% | $152,861-35.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.1%-11.4pp | 82.4%-15.8pp |
| Annual return | 5.78% | 22.84%-17.1pp | 24.42%-18.6pp | 345.32%-339.5pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $8,398-100.0% | $5,985-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |