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 | $116,611 | $163,101-28.5% | $136,749-14.7% | $142,382-18.1% |
| Participation rate | 54.5% | 78.2%-23.7pp | 72.1%-17.6pp | 80.1%-25.6pp |
| Annual return | 4.73% | 27.54%-22.8pp | 24.33%-19.6pp | 217.08%-212.3pp |
| Employer contribution / active EE | $984 | $4,117-76.1% | $3,400-71.1% | $4,299-77.1% |
| Participant deferral / active EE | $5,711 | $5,585+2.3% | $4,692+21.7% | $6,507-12.2% |
| Admin fee / account holder | $206 | $14,318-98.6% | $11,386-98.2% | $12,624-98.4% |