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 10-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 | $56,163 | $112,881-50.2% | $90,951-38.2% | $158,922-64.7% |
| Participation rate | 44.4% | 74.7%-30.3pp | 69.0%-24.6pp | 82.0%-37.5pp |
| Annual return | 2.89% | 215.79%-212.9pp | 134.60%-131.7pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,554 | $2,893-11.7% | $2,122+20.4% | $4,761-46.4% |
| Participant deferral / active EE | $4,122 | $4,128-0.1% | $3,373+22.2% | $5,982-31.1% |
| Admin fee / account holder | $223 | $8,041-97.2% | $5,959-96.3% | $11,246-98.0% |