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 | $90,432 | $201,272-55.1% | $184,203-50.9% | $145,922-38.0% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 9.41% | 29.00%-19.6pp | 28.81%-19.4pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,043 | $7,022-70.9% | $6,427-68.2% | $4,660-56.2% |
| Participant deferral / active EE | $3,372 | $9,806-65.6% | $9,131-63.1% | $6,688-49.6% |
| Admin fee / account holder | $42 | $16,364-99.7% | $13,901-99.7% | $13,397-99.7% |