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 3-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 | $78,572 | $158,398-50.4% | $126,539-37.9% | $142,382-44.8% |
| Participation rate | 30.0% | 75.8%-45.8pp | 69.8%-39.8pp | 80.1%-50.1pp |
| Annual return | 9.58% | 593.76%-584.2pp | 425.95%-416.4pp | 217.08%-207.5pp |
| Employer contribution / active EE | $10,579 | $4,650+127.5% | $3,674+187.9% | $4,299+146.1% |
| Participant deferral / active EE | $3,408 | $4,767-28.5% | $4,083-16.5% | $6,507-47.6% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |