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 6-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 | $44,097 | $80,717-45.4% | $154,803-71.5% | $84,808-48.0% |
| Participation rate | 50.0% | 66.8%-16.8pp | 78.1%-28.1pp | 68.3%-18.3pp |
| Annual return | 12.60% | 37.96%-25.4pp | 58.88%-46.3pp | 40.90%-28.3pp |
| Employer contribution / active EE | $995 | $2,761-64.0% | $4,305-76.9% | $2,631-62.2% |
| Participant deferral / active EE | $2,534 | $3,303-23.3% | $5,540-54.3% | $4,212-39.8% |
| Admin fee / account holder | $7 | $6,746-99.9% | $14,329-99.9% | $7,344-99.9% |