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 | $34,560 | $73,515-53.0% | $62,995-45.1% | $147,584-76.6% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.8%-33.9pp | 82.8%-41.9pp |
| Annual return | 4.48% | 175.43%-171.0pp | 87.57%-83.1pp | 578.55%-574.1pp |
| Employer contribution / active EE | $525 | $3,320-84.2% | $2,759-81.0% | $4,876-89.2% |
| Participant deferral / active EE | $1,049 | $4,185-74.9% | $3,329-68.5% | $5,439-80.7% |
| Admin fee / account holder | $18 | $5,953-99.7% | $3,600-99.5% | $10,885-99.8% |