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 | $57,021 | $74,888-23.9% | $71,209-19.9% | $142,382-60.0% |
| Participation rate | 61.5% | 76.2%-14.7pp | 73.8%-12.2pp | 80.1%-18.6pp |
| Annual return | 11.71% | 345.14%-333.4pp | 282.51%-270.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,033 | $2,854-63.8% | $2,721-62.1% | $4,299-76.0% |
| Participant deferral / active EE | $1,033 | $4,454-76.8% | $4,175-75.3% | $6,507-84.1% |
| Admin fee / account holder | $4 | $5,568-99.9% | $5,349-99.9% | $12,624-100.0% |