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 4-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 | $88,676 | $117,841-24.7% | $102,423-13.4% | $145,922-39.2% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 0.00% | 31.65%-31.6pp | 29.32%-29.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,762 | $3,615-23.6% | $3,023-8.6% | $4,660-40.7% |
| Participant deferral / active EE | $9,200 | $5,731+60.5% | $5,053+82.1% | $6,688+37.6% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |