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 | $98,560 | $109,817-10.3% | $98,442+0.1% | $167,490-41.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 7.04% | 1956.69%-1949.7pp | 1492.73%-1485.7pp | 478.56%-471.5pp |
| Employer contribution / active EE | $1,040 | $3,224-67.7% | $2,960-64.9% | $4,837-78.5% |
| Participant deferral / active EE | $5,050 | $4,673+8.1% | $4,276+18.1% | $6,341-20.4% |
| Admin fee / account holder | $60 | $6,753-99.1% | $5,949-99.0% | $12,309-99.5% |