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 3-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 | $16,343 | $69,207-76.4% | $64,056-74.5% | $139,434-88.3% |
| Participation rate | 57.1% | 75.6%-18.4pp | 72.3%-15.2pp | 80.3%-23.2pp |
| Annual return | 4.11% | 45.88%-41.8pp | 33.69%-29.6pp | 372.94%-368.8pp |
| Employer contribution / active EE | $2,844 | $3,182-10.6% | $2,747+3.6% | $4,751-40.1% |
| Participant deferral / active EE | $3,521 | $4,682-24.8% | $3,880-9.3% | $6,710-47.5% |
| Admin fee / account holder | $0 | $4,244-100.0% | $3,068-100.0% | $11,403-100.0% |