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 | $7,267 | $74,888-90.3% | $71,209-89.8% | $142,382-94.9% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.1%-40.1pp |
| Annual return | 12.94% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $522 | $2,854-81.7% | $2,721-80.8% | $4,299-87.9% |
| Participant deferral / active EE | $658 | $4,454-85.2% | $4,175-84.2% | $6,507-89.9% |
| Admin fee / account holder | $257 | $5,568-95.4% | $5,349-95.2% | $12,624-98.0% |