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 6-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 | $51,656 | $169,032-69.4% | $129,207-60.0% | $145,922-64.6% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 0.31% | 14330.11%-14329.8pp | 9417.33%-9417.0pp | 561.29%-561.0pp |
| Employer contribution / active EE | $2,899 | $5,537-47.6% | $4,153-30.2% | $4,660-37.8% |
| Participant deferral / active EE | $8,000 | $4,987+60.4% | $4,168+92.0% | $6,688+19.6% |
| Admin fee / account holder | $0 | $9,954-100.0% | $7,715-100.0% | $13,397-100.0% |