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 4-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 | $116,340 | $201,272-42.2% | $184,203-36.8% | $145,922-20.3% |
| Participation rate | 40.0% | 87.5%-47.5pp | 86.8%-46.8pp | 80.3%-40.3pp |
| Annual return | 8.15% | 29.00%-20.9pp | 28.81%-20.7pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,160 | $7,022-69.2% | $6,427-66.4% | $4,660-53.6% |
| Participant deferral / active EE | $12,000 | $9,806+22.4% | $9,131+31.4% | $6,688+79.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |