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 | $27,590 | $117,841-76.6% | $102,423-73.1% | $145,922-81.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 6.11% | 31.65%-25.5pp | 29.32%-23.2pp | 561.29%-555.2pp |
| Employer contribution / active EE | $3,648 | $3,615+0.9% | $3,023+20.7% | $4,660-21.7% |
| Participant deferral / active EE | $3,648 | $5,731-36.3% | $5,053-27.8% | $6,688-45.5% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |