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 5-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 | $92,342 | $177,572-48.0% | $154,803-40.3% | $142,382-35.1% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.1%-28.1pp | 80.1%-30.1pp |
| Annual return | 6.30% | 65.07%-58.8pp | 58.88%-52.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,209 | $4,810-74.9% | $4,305-71.9% | $4,299-71.9% |
| Participant deferral / active EE | $5,875 | $6,272-6.3% | $5,540+6.0% | $6,507-9.7% |
| Admin fee / account holder | $271 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |