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 | $33,336 | $165,912-79.9% | $122,332-72.7% | $147,584-77.4% |
| Participation rate | 66.7% | 79.6%-12.9pp | 71.6%-5.0pp | 82.8%-16.2pp |
| Annual return | 2.66% | 34.55%-31.9pp | 30.27%-27.6pp | 578.55%-575.9pp |
| Employer contribution / active EE | $2,113 | $5,754-63.3% | $4,050-47.8% | $4,876-56.7% |
| Participant deferral / active EE | $6,433 | $4,005+60.6% | $3,287+95.7% | $5,439+18.3% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |