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 | $40,927 | $85,022-51.9% | $70,515-42.0% | $139,434-70.6% |
| Participation rate | 65.2% | 73.9%-8.7pp | 68.3%-3.1pp | 80.3%-15.1pp |
| Annual return | 7.77% | 30.38%-22.6pp | 32.77%-25.0pp | 372.94%-365.2pp |
| Employer contribution / active EE | $2,011 | $3,909-48.5% | $2,973-32.4% | $4,751-57.7% |
| Participant deferral / active EE | $2,354 | $5,890-60.0% | $4,567-48.4% | $6,710-64.9% |
| Admin fee / account holder | $6 | $8,906-99.9% | $6,412-99.9% | $11,403-99.9% |