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 10-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 | $62,982 | $117,983-46.6% | $101,794-38.1% | $142,382-55.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 5.53% | 36.92%-31.4pp | 30.53%-25.0pp | 217.08%-211.5pp |
| Employer contribution / active EE | $991 | $2,773-64.3% | $2,289-56.7% | $4,299-76.9% |
| Participant deferral / active EE | $1,754 | $4,714-62.8% | $4,084-57.1% | $6,507-73.0% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |