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 | $27,328 | $90,348-69.8% | $75,972-64.0% | $145,922-81.3% |
| Participation rate | 69.2% | 74.5%-5.2pp | 69.1%+0.2pp | 80.3%-11.0pp |
| Annual return | 7.10% | 620.88%-613.8pp | 359.55%-352.4pp | 561.29%-554.2pp |
| Employer contribution / active EE | $1,877 | $3,311-43.3% | $2,685-30.1% | $4,660-59.7% |
| Participant deferral / active EE | $8,991 | $5,162+74.2% | $4,255+111.3% | $6,688+34.4% |
| Admin fee / account holder | $0 | $8,467-100.0% | $6,467-100.0% | $13,397-100.0% |