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 9-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 | $83,362 | $106,515-21.7% | $96,683-13.8% | $139,434-40.2% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | -0.32% | 38.43%-38.7pp | 35.69%-36.0pp | 372.94%-373.3pp |
| Employer contribution / active EE | $1,870 | $4,103-54.4% | $3,737-49.9% | $4,751-60.6% |
| Participant deferral / active EE | $5,900 | $5,454+8.2% | $4,878+20.9% | $6,710-12.1% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |