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 | $35,512 | $102,317-65.3% | $146,958-75.8% | $80,856-56.1% |
| Participation rate | 63.3% | 75.8%-12.5pp | 82.2%-18.8pp | 67.6%-4.3pp |
| Annual return | 11.41% | 134.76%-123.4pp | 418.34%-406.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,337 | $3,713-64.0% | $4,933-72.9% | $2,755-51.5% |
| Participant deferral / active EE | $4,522 | $6,644-31.9% | $8,070-44.0% | $4,296+5.3% |
| Admin fee / account holder | $158 | $7,941-98.0% | $12,998-98.8% | $6,918-97.7% |