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 | $38,541 | $127,065-69.7% | $113,168-65.9% | $142,382-72.9% |
| Participation rate | 60.0% | 79.2%-19.2pp | 76.6%-16.6pp | 80.1%-20.1pp |
| Annual return | 8.45% | 24.03%-15.6pp | 24.27%-15.8pp | 217.08%-208.6pp |
| Employer contribution / active EE | $3,248 | $3,442-5.6% | $2,975+9.2% | $4,299-24.4% |
| Participant deferral / active EE | $3,648 | $5,716-36.2% | $5,107-28.6% | $6,507-43.9% |
| Admin fee / account holder | $20 | $15,736-99.9% | $12,068-99.8% | $12,624-99.8% |