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 10-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 | $28,545 | $99,020-71.2% | $86,590-67.0% | $147,584-80.7% |
| Participation rate | 37.5% | 76.3%-38.8pp | 73.5%-36.0pp | 82.8%-45.3pp |
| Annual return | 4.92% | 1312.34%-1307.4pp | 964.84%-959.9pp | 578.55%-573.6pp |
| Employer contribution / active EE | $269 | $3,132-91.4% | $2,839-90.5% | $4,876-94.5% |
| Participant deferral / active EE | $461 | $3,972-88.4% | $3,609-87.2% | $5,439-91.5% |
| Admin fee / account holder | $99 | $5,710-98.3% | $4,906-98.0% | $10,885-99.1% |