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 | $49,127 | $109,982-55.3% | $97,226-49.5% | $145,922-66.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 5.43% | 242.90%-237.5pp | 75.13%-69.7pp | 561.29%-555.9pp |
| Employer contribution / active EE | $750 | $3,084-75.7% | $2,729-72.5% | $4,660-83.9% |
| Participant deferral / active EE | $14,250 | $4,676+204.8% | $4,264+234.2% | $6,688+113.1% |
| Admin fee / account holder | $147 | $6,221-97.6% | $5,654-97.4% | $13,397-98.9% |