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 9-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 | $58,965 | $109,817-46.3% | $98,442-40.1% | $167,490-64.8% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 8.86% | 1956.69%-1947.8pp | 1492.73%-1483.9pp | 478.56%-469.7pp |
| Employer contribution / active EE | $855 | $3,224-73.5% | $2,960-71.1% | $4,837-82.3% |
| Participant deferral / active EE | $2,995 | $4,673-35.9% | $4,276-30.0% | $6,341-52.8% |
| Admin fee / account holder | $80 | $6,753-98.8% | $5,949-98.7% | $12,309-99.3% |