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 | $77,299 | $70,606+9.5% | $53,898+43.4% | $142,382-45.7% |
| Participation rate | 13.3% | 63.7%-50.4pp | 55.0%-41.6pp | 80.1%-66.8pp |
| Annual return | 4.25% | 619.81%-615.6pp | 528.60%-524.4pp | 217.08%-212.8pp |
| Employer contribution / active EE | $336 | $1,202-72.0% | $932-64.0% | $4,299-92.2% |
| Participant deferral / active EE | $420 | $2,364-82.2% | $1,826-77.0% | $6,507-93.5% |
| Admin fee / account holder | $60 | $2,852-97.9% | $2,491-97.6% | $12,624-99.5% |