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 | $11,787 | $39,019-69.8% | $80,716-85.4% | $85,850-86.3% |
| Participation rate | 38.1% | 41.5%-3.4pp | 54.2%-16.1pp | 69.3%-31.2pp |
| Annual return | 7.96% | 26.27%-18.3pp | 87.28%-79.3pp | 318.53%-310.6pp |
| Employer contribution / active EE | $510 | $722-29.4% | $1,160-56.0% | $2,565-80.1% |
| Participant deferral / active EE | $1,264 | $1,326-4.6% | $2,146-41.1% | $3,952-68.0% |
| Admin fee / account holder | $149 | $2,431-93.9% | $3,380-95.6% | $6,260-97.6% |