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 | $67,040 | $165,335-59.5% | $149,696-55.2% | $158,922-57.8% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 3.97% | 348.15%-344.2pp | 276.60%-272.6pp | 302.83%-298.9pp |
| Employer contribution / active EE | $12,704 | $5,103+149.0% | $4,644+173.5% | $4,761+166.8% |
| Participant deferral / active EE | $8,667 | $7,181+20.7% | $6,842+26.7% | $5,982+44.9% |
| Admin fee / account holder | $15 | $10,807-99.9% | $9,309-99.8% | $11,246-99.9% |