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 | $119,103 | $99,020+20.3% | $86,590+37.5% | $147,584-19.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 5.46% | 1312.34%-1306.9pp | 964.84%-959.4pp | 578.55%-573.1pp |
| Employer contribution / active EE | $1,336 | $3,132-57.4% | $2,839-53.0% | $4,876-72.6% |
| Participant deferral / active EE | $6,600 | $3,972+66.2% | $3,609+82.9% | $5,439+21.4% |
| Admin fee / account holder | $0 | $5,710-100.0% | $4,906-100.0% | $10,885-100.0% |