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 | $42,443 | $109,817-61.4% | $98,442-56.9% | $167,490-74.7% |
| Participation rate | 40.0% | 75.8%-35.8pp | 73.3%-33.3pp | 82.1%-42.1pp |
| Annual return | 8.41% | 1956.69%-1948.3pp | 1492.73%-1484.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $888 | $3,224-72.5% | $2,960-70.0% | $4,837-81.6% |
| Participant deferral / active EE | $1,117 | $4,673-76.1% | $4,276-73.9% | $6,341-82.4% |
| Admin fee / account holder | $6 | $6,753-99.9% | $5,949-99.9% | $12,309-99.9% |