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 4-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 | $31,039 | $68,346-54.6% | $94,646-67.2% | $75,163-58.7% |
| Participation rate | 58.3% | 76.1%-17.8pp | 80.8%-22.5pp | 67.2%-8.9pp |
| Annual return | 15.50% | 616.93%-601.4pp | 156.71%-141.2pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,700 | $2,7010% | $3,672-26.5% | $2,670+1.1% |
| Participant deferral / active EE | $3,225 | $6,537-50.7% | $7,418-56.5% | $4,125-21.8% |
| Admin fee / account holder | $267 | $5,326-95.0% | $7,231-96.3% | $5,651-95.3% |