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 7-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 | $32,227 | $111,754-71.2% | $103,333-68.8% | $145,922-77.9% |
| Participation rate | 30.0% | 77.9%-47.9pp | 74.5%-44.5pp | 80.3%-50.3pp |
| Annual return | 4.93% | 24.77%-19.8pp | 24.88%-20.0pp | 561.29%-556.4pp |
| Employer contribution / active EE | $1,239 | $4,212-70.6% | $3,868-68.0% | $4,660-73.4% |
| Participant deferral / active EE | $2,151 | $5,619-61.7% | $5,057-57.5% | $6,688-67.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |