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 7-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 | $57,545 | $111,754-48.5% | $103,333-44.3% | $145,922-60.6% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 7.58% | 24.77%-17.2pp | 24.88%-17.3pp | 561.29%-553.7pp |
| Employer contribution / active EE | $867 | $4,212-79.4% | $3,868-77.6% | $4,660-81.4% |
| Participant deferral / active EE | $3,388 | $5,619-39.7% | $5,057-33.0% | $6,688-49.3% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |