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 | $35,464 | $48,230-26.5% | $67,502-47.5% | $80,856-56.1% |
| Participation rate | 8.6% | 66.4%-57.8pp | 72.9%-64.3pp | 67.6%-59.1pp |
| Annual return | 9.29% | 18.28%-9.0pp | 3512.12%-3502.8pp | 35.59%-26.3pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $824 | $2,924-71.8% | $4,000-79.4% | $4,296-80.8% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |