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 | $114,926 | $112,881+1.8% | $90,951+26.4% | $158,922-27.7% |
| Participation rate | 47.1% | 74.7%-27.7pp | 69.0%-22.0pp | 82.0%-34.9pp |
| Annual return | 3.58% | 215.79%-212.2pp | 134.60%-131.0pp | 302.83%-299.2pp |
| Employer contribution / active EE | $1,378 | $2,893-52.4% | $2,122-35.0% | $4,761-71.1% |
| Participant deferral / active EE | $1,888 | $4,128-54.3% | $3,373-44.0% | $5,982-68.4% |
| Admin fee / account holder | $126 | $8,041-98.4% | $5,959-97.9% | $11,246-98.9% |