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 | $38,829 | $189,613-79.5% | $167,512-76.8% | $142,382-72.7% |
| Participation rate | 60.0% | 80.1%-20.1pp | 77.1%-17.1pp | 80.1%-20.1pp |
| Annual return | 4.74% | 2024.68%-2019.9pp | 1615.79%-1611.1pp | 217.08%-212.3pp |
| Employer contribution / active EE | $1,322 | $4,349-69.6% | $3,882-66.0% | $4,299-69.3% |
| Participant deferral / active EE | $3,943 | $6,981-43.5% | $6,405-38.4% | $6,507-39.4% |
| Admin fee / account holder | $65 | $10,528-99.4% | $9,769-99.3% | $12,624-99.5% |