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 | $73,398 | $183,519-60.0% | $155,509-52.8% | $145,922-49.7% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 6.43% | 61.17%-54.7pp | 64.67%-58.2pp | 561.29%-554.9pp |
| Employer contribution / active EE | $13,336 | $5,313+151.0% | $4,672+185.4% | $4,660+186.2% |
| Participant deferral / active EE | $8,200 | $6,462+26.9% | $5,626+45.7% | $6,688+22.6% |
| Admin fee / account holder | $229 | $19,313-98.8% | $15,912-98.6% | $13,397-98.3% |