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 | $21,050 | $88,751-76.3% | $81,812-74.3% | $145,922-85.6% |
| Participation rate | 54.5% | 75.0%-20.5pp | 72.3%-17.8pp | 80.3%-25.7pp |
| Annual return | 9.46% | 1025.40%-1015.9pp | 773.79%-764.3pp | 561.29%-551.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,912-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,893 | $4,643-16.2% | $4,319-9.9% | $6,688-41.8% |
| Admin fee / account holder | $134 | $8,415-98.4% | $7,386-98.2% | $13,397-99.0% |