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 4-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 | $102,638 | $111,754-8.2% | $103,333-0.7% | $145,922-29.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 3.40% | 24.77%-21.4pp | 24.88%-21.5pp | 561.29%-557.9pp |
| Employer contribution / active EE | $20,171 | $4,212+378.8% | $3,868+421.5% | $4,660+332.9% |
| Participant deferral / active EE | $12,829 | $5,619+128.3% | $5,057+153.7% | $6,688+91.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |