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 5-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 | $89,064 | $30,400+193.0% | $53,898+65.2% | $84,808+5.0% |
| Participation rate | 7.4% | 46.4%-39.0pp | 55.0%-47.6pp | 68.3%-60.9pp |
| Annual return | 6.40% | 500.19%-493.8pp | 528.60%-522.2pp | 40.90%-34.5pp |
| Employer contribution / active EE | $222 | $603-63.1% | $932-76.2% | $2,631-91.6% |
| Participant deferral / active EE | $1,704 | $1,199+42.1% | $1,826-6.7% | $4,212-59.5% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |