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 | $49,062 | $41,377+18.6% | $109,313-55.1% | $62,891-22.0% |
| Participation rate | 18.9% | 57.5%-38.6pp | 71.3%-52.3pp | 69.3%-50.4pp |
| Annual return | 4.03% | 11.05%-7.0pp | 22.07%-18.0pp | 20.14%-16.1pp |
| Employer contribution / active EE | $433 | $1,276-66.0% | $3,892-88.9% | $2,281-81.0% |
| Participant deferral / active EE | $890 | $2,045-56.5% | $3,166-71.9% | $3,203-72.2% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |