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 | $44,744 | $57,016-21.5% | $84,966-47.3% | $80,856-44.7% |
| Participation rate | 21.2% | 56.3%-35.1pp | 67.5%-46.3pp | 67.6%-46.4pp |
| Annual return | 4.33% | 21.66%-17.3pp | 66.38%-62.1pp | 35.59%-31.3pp |
| Employer contribution / active EE | $609 | $1,798-66.1% | $2,727-77.7% | $2,755-77.9% |
| Participant deferral / active EE | $1,447 | $3,110-53.5% | $4,519-68.0% | $4,296-66.3% |
| Admin fee / account holder | $176 | $4,980-96.5% | $6,149-97.1% | $6,918-97.5% |