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 6-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 | $30,422 | $90,348-66.3% | $75,972-60.0% | $145,922-79.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 7.62% | 620.88%-613.3pp | 359.55%-351.9pp | 561.29%-553.7pp |
| Employer contribution / active EE | $1,004 | $3,311-69.7% | $2,685-62.6% | $4,660-78.5% |
| Participant deferral / active EE | $4,223 | $5,162-18.2% | $4,255-0.8% | $6,688-36.8% |
| Admin fee / account holder | $151 | $8,467-98.2% | $6,467-97.7% | $13,397-98.9% |