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 | $70,217 | $176,056-60.1% | $159,436-56.0% | $167,490-58.1% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 9.44% | 331.75%-322.3pp | 263.57%-254.1pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,979 | $5,297-43.8% | $4,829-38.3% | $4,837-38.4% |
| Participant deferral / active EE | $3,881 | $7,750-49.9% | $7,352-47.2% | $6,341-38.8% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |