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 | $57,227 | $85,022-32.7% | $70,515-18.8% | $139,434-59.0% |
| Participation rate | 10.5% | 73.9%-63.4pp | 68.3%-57.8pp | 80.3%-69.8pp |
| Annual return | 9.31% | 30.38%-21.1pp | 32.77%-23.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $625 | $3,909-84.0% | $2,973-79.0% | $4,751-86.8% |
| Participant deferral / active EE | $2,368 | $5,890-59.8% | $4,567-48.1% | $6,710-64.7% |
| Admin fee / account holder | $53 | $8,906-99.4% | $6,412-99.2% | $11,403-99.5% |