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 4-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 | $3,819 | $29,660-87.1% | $56,411-93.2% | $80,856-95.3% |
| Participation rate | 69.2% | 41.6%+27.6pp | 52.5%+16.8pp | 67.6%+1.6pp |
| Annual return | 10.11% | 35.23%-25.1pp | 1701.33%-1691.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $675 | $669+0.8% | $1,039-35.0% | $2,755-75.5% |
| Participant deferral / active EE | $668 | $1,226-45.5% | $1,952-65.8% | $4,296-84.5% |
| Admin fee / account holder | $77 | $2,428-96.8% | $2,829-97.3% | $6,918-98.9% |