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 | $45,709 | $101,069-54.8% | $81,478-43.9% | $147,584-69.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 6.78% | 32.40%-25.6pp | 38.78%-32.0pp | 578.55%-571.8pp |
| Employer contribution / active EE | $2,608 | $3,205-18.6% | $2,568+1.6% | $4,876-46.5% |
| Participant deferral / active EE | $10,667 | $4,242+151.5% | $3,537+201.6% | $5,439+96.1% |
| Admin fee / account holder | $248 | $5,812-95.7% | $4,561-94.6% | $10,885-97.7% |