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 5-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 | $37,004 | $158,398-76.6% | $126,539-70.8% | $142,382-74.0% |
| Participation rate | 22.2% | 75.8%-53.6pp | 69.8%-47.6pp | 80.1%-57.9pp |
| Annual return | 5.99% | 593.76%-587.8pp | 425.95%-420.0pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,345 | $4,650-71.1% | $3,674-63.4% | $4,299-68.7% |
| Participant deferral / active EE | $3,167 | $4,767-33.6% | $4,083-22.4% | $6,507-51.3% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |