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 6-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 | $49,680 | $159,901-68.9% | $146,958-66.2% | $145,922-66.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 8.24% | 98.13%-89.9pp | 418.34%-410.1pp | 561.29%-553.0pp |
| Employer contribution / active EE | $1,450 | $5,286-72.6% | $4,933-70.6% | $4,660-68.9% |
| Participant deferral / active EE | $3,782 | $8,428-55.1% | $8,070-53.1% | $6,688-43.5% |
| Admin fee / account holder | $272 | $15,044-98.2% | $12,998-97.9% | $13,397-98.0% |