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 | $41,041 | $65,041-36.9% | $90,951-54.9% | $79,858-48.6% |
| Participation rate | 39.5% | 61.6%-22.1pp | 69.0%-29.5pp | 69.6%-30.1pp |
| Annual return | 6.46% | 30.45%-24.0pp | 134.60%-128.1pp | 31.71%-25.3pp |
| Employer contribution / active EE | $727 | $1,247-41.7% | $2,122-65.8% | $2,471-70.6% |
| Participant deferral / active EE | $1,919 | $2,512-23.6% | $3,373-43.1% | $3,740-48.7% |
| Admin fee / account holder | $86 | $4,536-98.1% | $5,959-98.6% | $5,306-98.4% |