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 | $10,863 | $81,248-86.6% | $155,509-93.0% | $80,856-86.6% |
| Participation rate | 55.2% | 66.2%-11.1pp | 78.2%-23.0pp | 67.6%-12.5pp |
| Annual return | 3.72% | 33.31%-29.6pp | 64.67%-61.0pp | 35.59%-31.9pp |
| Employer contribution / active EE | $802 | $3,100-74.1% | $4,672-82.8% | $2,755-70.9% |
| Participant deferral / active EE | $2,567 | $3,452-25.6% | $5,626-54.4% | $4,296-40.2% |
| Admin fee / account holder | $144 | $7,997-98.2% | $15,912-99.1% | $6,918-97.9% |