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 | $78,798 | $89,355-11.8% | $141,162-44.2% | $72,985+8.0% |
| Participation rate | 51.4% | 75.1%-23.8pp | 82.5%-31.1pp | 69.5%-18.1pp |
| Annual return | 12.21% | 111.85%-99.6pp | 71.39%-59.2pp | 81.00%-68.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,438 | $5,418-36.6% | $6,709-48.8% | $3,607-4.7% |
| Admin fee / account holder | $112 | $5,958-98.1% | $10,261-98.9% | $5,124-97.8% |