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 | $70,318 | $89,753-21.7% | $107,525-34.6% | $84,808-17.1% |
| Participation rate | 42.2% | 68.1%-25.9pp | 75.1%-32.9pp | 68.3%-26.1pp |
| Annual return | 5.49% | 29.48%-24.0pp | 181.32%-175.8pp | 40.90%-35.4pp |
| Employer contribution / active EE | $1,933 | $3,113-37.9% | $3,754-48.5% | $2,631-26.5% |
| Participant deferral / active EE | $3,899 | $4,056-3.9% | $5,116-23.8% | $4,212-7.4% |
| Admin fee / account holder | $211 | $7,222-97.1% | $8,919-97.6% | $7,344-97.1% |