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 3-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 | $67,538 | $183,519-63.2% | $155,509-56.6% | $145,922-53.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 4.77% | 61.17%-56.4pp | 64.67%-59.9pp | 561.29%-556.5pp |
| Employer contribution / active EE | $3,958 | $5,313-25.5% | $4,672-15.3% | $4,660-15.1% |
| Participant deferral / active EE | $7,095 | $6,462+9.8% | $5,626+26.1% | $6,688+6.1% |
| Admin fee / account holder | $114 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |