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 | $50,225 | $159,901-68.6% | $146,958-65.8% | $145,922-65.6% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 8.59% | 98.13%-89.5pp | 418.34%-409.7pp | 561.29%-552.7pp |
| Employer contribution / active EE | $2,100 | $5,286-60.3% | $4,933-57.4% | $4,660-54.9% |
| Participant deferral / active EE | $3,063 | $8,428-63.7% | $8,070-62.0% | $6,688-54.2% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |