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 9-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 | $29,234 | $81,632-64.2% | $70,449-58.5% | $158,922-81.6% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 2.92% | 208.40%-205.5pp | 109.03%-106.1pp | 302.83%-299.9pp |
| Employer contribution / active EE | $2,923 | $3,217-9.1% | $2,737+6.8% | $4,761-38.6% |
| Participant deferral / active EE | $5,559 | $4,554+22.1% | $3,709+49.9% | $5,982-7.1% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |