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 6-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 | $131,236 | $159,901-17.9% | $146,958-10.7% | $145,922-10.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 7.76% | 98.13%-90.4pp | 418.34%-410.6pp | 561.29%-553.5pp |
| Employer contribution / active EE | $3,189 | $5,286-39.7% | $4,933-35.4% | $4,660-31.6% |
| Participant deferral / active EE | $8,147 | $8,428-3.3% | $8,070+1.0% | $6,688+21.8% |
| Admin fee / account holder | $74 | $15,044-99.5% | $12,998-99.4% | $13,397-99.5% |