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 10-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 | $70,242 | $99,020-29.1% | $86,590-18.9% | $147,584-52.4% |
| Participation rate | 41.7% | 76.3%-34.7pp | 73.5%-31.9pp | 82.8%-41.2pp |
| Annual return | 5.87% | 1312.34%-1306.5pp | 964.84%-959.0pp | 578.55%-572.7pp |
| Employer contribution / active EE | $1,869 | $3,132-40.3% | $2,839-34.2% | $4,876-61.7% |
| Participant deferral / active EE | $3,832 | $3,972-3.5% | $3,609+6.2% | $5,439-29.6% |
| Admin fee / account holder | $138 | $5,710-97.6% | $4,906-97.2% | $10,885-98.7% |