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 | $38,147 | $57,281-33.4% | $86,612-56.0% | $75,163-49.2% |
| Participation rate | 54.8% | 63.2%-8.4pp | 71.7%-16.9pp | 67.2%-12.4pp |
| Annual return | 10.34% | 2670.75%-2660.4pp | 591.07%-580.7pp | 160.62%-150.3pp |
| Employer contribution / active EE | $1,392 | $2,314-39.9% | $3,022-54.0% | $2,670-47.9% |
| Participant deferral / active EE | $2,059 | $3,318-37.9% | $4,438-53.6% | $4,125-50.1% |
| Admin fee / account holder | $58 | $4,112-98.6% | $5,614-99.0% | $5,651-99.0% |