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 | $23,222 | $176,056-86.8% | $159,436-85.4% | $167,490-86.1% |
| Participation rate | 42.9% | 84.9%-42.1pp | 82.8%-40.0pp | 82.1%-39.2pp |
| Annual return | 1.33% | 331.75%-330.4pp | 263.57%-262.2pp | 478.56%-477.2pp |
| Employer contribution / active EE | $3,506 | $5,297-33.8% | $4,829-27.4% | $4,837-27.5% |
| Participant deferral / active EE | $0 | $7,750-100.0% | $7,352-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |