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 7-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 | $76,839 | $99,877-23.1% | $84,966-9.6% | $145,922-47.3% |
| Participation rate | 31.8% | 74.1%-42.3pp | 67.5%-35.7pp | 80.3%-48.5pp |
| Annual return | 7.31% | 83.76%-76.5pp | 66.38%-59.1pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,384 | $3,231-57.2% | $2,727-49.2% | $4,660-70.3% |
| Participant deferral / active EE | $2,625 | $5,291-50.4% | $4,519-41.9% | $6,688-60.7% |
| Admin fee / account holder | $0 | $7,248-100.0% | $6,149-100.0% | $13,397-100.0% |