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 | $98,534 | $114,381-13.9% | $107,525-8.4% | $142,382-30.8% |
| Participation rate | 61.5% | 78.1%-16.6pp | 75.1%-13.5pp | 80.1%-18.6pp |
| Annual return | 8.72% | 242.71%-234.0pp | 181.32%-172.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $1,946 | $4,015-51.5% | $3,754-48.1% | $4,299-54.7% |
| Participant deferral / active EE | $5,842 | $5,564+5.0% | $5,116+14.2% | $6,507-10.2% |
| Admin fee / account holder | $0 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |