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 | $89,578 | $93,571-4.3% | $135,903-34.1% | $75,163+19.2% |
| Participation rate | 38.2% | 75.2%-36.9pp | 81.9%-43.7pp | 67.2%-29.0pp |
| Annual return | 13.26% | 30.90%-17.6pp | 68.23%-55.0pp | 160.62%-147.4pp |
| Employer contribution / active EE | $868 | $3,537-75.5% | $4,856-82.1% | $2,670-67.5% |
| Participant deferral / active EE | $3,775 | $6,404-41.1% | $7,758-51.3% | $4,125-8.5% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |