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 9-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 | $19,270 | $62,573-69.2% | $85,682-77.5% | $85,850-77.6% |
| Participation rate | 44.4% | 61.1%-16.7pp | 69.9%-25.4pp | 69.3%-24.9pp |
| Annual return | 6.04% | 23.77%-17.7pp | 21.49%-15.4pp | 318.53%-312.5pp |
| Employer contribution / active EE | $607 | $1,757-65.4% | $2,618-76.8% | $2,565-76.3% |
| Participant deferral / active EE | $1,452 | $2,802-48.2% | $3,923-63.0% | $3,952-63.3% |
| Admin fee / account holder | $0 | $4,640-100.0% | $6,873-100.0% | $6,260-100.0% |