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 9-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 | $65,874 | $117,983-44.2% | $101,794-35.3% | $142,382-53.7% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 4.47% | 36.92%-32.4pp | 30.53%-26.1pp | 217.08%-212.6pp |
| Employer contribution / active EE | $1,184 | $2,773-57.3% | $2,289-48.3% | $4,299-72.5% |
| Participant deferral / active EE | $2,000 | $4,714-57.6% | $4,084-51.0% | $6,507-69.3% |
| Admin fee / account holder | $40 | $10,433-99.6% | $8,777-99.5% | $12,624-99.7% |