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 | $23,612 | $29,660-20.4% | $56,411-58.1% | $80,856-70.8% |
| Participation rate | 35.7% | 41.6%-5.9pp | 52.5%-16.8pp | 67.6%-31.9pp |
| Annual return | 4.48% | 35.23%-30.7pp | 1701.33%-1696.9pp | 35.59%-31.1pp |
| Employer contribution / active EE | $652 | $669-2.6% | $1,039-37.2% | $2,755-76.3% |
| Participant deferral / active EE | $1,881 | $1,226+53.4% | $1,952-3.6% | $4,296-56.2% |
| Admin fee / account holder | $33 | $2,428-98.6% | $2,829-98.8% | $6,918-99.5% |