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 | $61,852 | $85,766-27.9% | $136,294-54.6% | $70,131-11.8% |
| Participation rate | 64.6% | 74.2%-9.6pp | 81.9%-17.3pp | 69.5%-5.0pp |
| Annual return | 13.17% | 31.45%-18.3pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $556 | $2,966-81.2% | $4,695-88.2% | $2,342-76.3% |
| Participant deferral / active EE | $2,579 | $5,051-48.9% | $6,247-58.7% | $3,332-22.6% |
| Admin fee / account holder | $101 | $5,420-98.1% | $9,243-98.9% | $4,645-97.8% |