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 7-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 | $76,697 | $227,553-66.3% | $189,557-59.5% | $167,490-54.2% |
| Participation rate | 55.6% | 82.5%-26.9pp | 78.4%-22.9pp | 82.1%-26.5pp |
| Annual return | 0.62% | 78.40%-77.8pp | 64.17%-63.5pp | 478.56%-477.9pp |
| Employer contribution / active EE | $1,578 | $5,316-70.3% | $4,412-64.2% | $4,837-67.4% |
| Participant deferral / active EE | $11,556 | $7,002+65.0% | $6,174+87.2% | $6,341+82.2% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |