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 | $170,600 | $90,348+88.8% | $75,972+124.6% | $145,922+16.9% |
| Participation rate | 35.7% | 74.5%-38.7pp | 69.1%-33.3pp | 80.3%-44.6pp |
| Annual return | 2.62% | 620.88%-618.3pp | 359.55%-356.9pp | 561.29%-558.7pp |
| Employer contribution / active EE | $1,307 | $3,311-60.5% | $2,685-51.3% | $4,660-71.9% |
| Participant deferral / active EE | $8,179 | $5,162+58.4% | $4,255+92.2% | $6,688+22.3% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |