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 8-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 | $31,391 | $81,248-61.4% | $155,509-79.8% | $80,856-61.2% |
| Participation rate | 25.0% | 66.2%-41.2pp | 78.2%-53.2pp | 67.6%-42.6pp |
| Annual return | 9.65% | 33.31%-23.7pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $567 | $3,100-81.7% | $4,672-87.9% | $2,755-79.4% |
| Participant deferral / active EE | $2,021 | $3,452-41.4% | $5,626-64.1% | $4,296-52.9% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |