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 | $57,331 | $148,534-61.4% | $135,903-57.8% | $139,434-58.9% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 6.10% | 79.19%-73.1pp | 68.23%-62.1pp | 372.94%-366.8pp |
| Employer contribution / active EE | $1,852 | $5,243-64.7% | $4,856-61.9% | $4,751-61.0% |
| Participant deferral / active EE | $8,553 | $8,100+5.6% | $7,758+10.3% | $6,710+27.5% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |