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 | $45,758 | $202,432-77.4% | $169,368-73.0% | $139,434-67.2% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 7.89% | 531.74%-523.9pp | 405.60%-397.7pp | 372.94%-365.1pp |
| Employer contribution / active EE | $7,200 | $4,692+53.4% | $4,013+79.4% | $4,751+51.6% |
| Participant deferral / active EE | $9,667 | $6,938+39.3% | $6,221+55.4% | $6,710+44.1% |
| Admin fee / account holder | $21 | $10,708-99.8% | $9,003-99.8% | $11,403-99.8% |