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 | $30,216 | $65,409-53.8% | $98,442-69.3% | $85,850-64.8% |
| Participation rate | 64.3% | 65.0%-0.7pp | 73.3%-9.1pp | 69.3%-5.0pp |
| Annual return | 7.98% | 21.76%-13.8pp | 1492.73%-1484.7pp | 318.53%-310.6pp |
| Employer contribution / active EE | $1,605 | $2,168-26.0% | $2,960-45.8% | $2,565-37.4% |
| Participant deferral / active EE | $2,261 | $3,166-28.6% | $4,276-47.1% | $3,952-42.8% |
| Admin fee / account holder | $4 | $4,593-99.9% | $5,949-99.9% | $6,260-99.9% |