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 | $120,580 | $117,983+2.2% | $101,794+18.5% | $142,382-15.3% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.2%-2.5pp | 80.1%-13.5pp |
| Annual return | 4.68% | 36.92%-32.2pp | 30.53%-25.8pp | 217.08%-212.4pp |
| Employer contribution / active EE | $1,199 | $2,773-56.8% | $2,289-47.6% | $4,299-72.1% |
| Participant deferral / active EE | $2,399 | $4,714-49.1% | $4,084-41.3% | $6,507-63.1% |
| Admin fee / account holder | $259 | $10,433-97.5% | $8,777-97.1% | $12,624-98.0% |