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 8-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 | $117,504 | $81,632+43.9% | $70,449+66.8% | $158,922-26.1% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.1%-25.1pp | 82.0%-32.0pp |
| Annual return | 0.19% | 208.40%-208.2pp | 109.03%-108.8pp | 302.83%-302.6pp |
| Employer contribution / active EE | $2,676 | $3,217-16.8% | $2,737-2.2% | $4,761-43.8% |
| Participant deferral / active EE | $6,201 | $4,554+36.2% | $3,709+67.2% | $5,982+3.7% |
| Admin fee / account holder | $291 | $6,193-95.3% | $3,845-92.4% | $11,246-97.4% |