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 | $33,133 | $56,053-40.9% | $75,972-56.4% | $80,856-59.0% |
| Participation rate | 49.1% | 62.0%-12.9pp | 69.1%-20.0pp | 67.6%-18.5pp |
| Annual return | 10.07% | 20.53%-10.5pp | 359.55%-349.5pp | 35.59%-25.5pp |
| Employer contribution / active EE | $825 | $1,874-56.0% | $2,685-69.3% | $2,755-70.0% |
| Participant deferral / active EE | $2,489 | $3,052-18.4% | $4,255-41.5% | $4,296-42.1% |
| Admin fee / account holder | $291 | $5,234-94.4% | $6,467-95.5% | $6,918-95.8% |