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 5-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 | $77,458 | $74,888+3.4% | $71,209+8.8% | $142,382-45.6% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.1%-23.0pp |
| Annual return | 4.13% | 345.14%-341.0pp | 282.51%-278.4pp | 217.08%-212.9pp |
| Employer contribution / active EE | $1,363 | $2,854-52.3% | $2,721-49.9% | $4,299-68.3% |
| Participant deferral / active EE | $6,814 | $4,454+53.0% | $4,175+63.2% | $6,507+4.7% |
| Admin fee / account holder | $85 | $5,568-98.5% | $5,349-98.4% | $12,624-99.3% |