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 | $32,431 | $61,272-47.1% | $149,673-78.3% | $71,457-54.6% |
| Participation rate | 25.3% | 62.5%-37.2pp | 78.8%-53.5pp | 67.9%-42.7pp |
| Annual return | 4.04% | 35.85%-31.8pp | 134.42%-130.4pp | 28.85%-24.8pp |
| Employer contribution / active EE | $885 | $2,378-62.8% | $4,818-81.6% | $2,588-65.8% |
| Participant deferral / active EE | $1,582 | $2,917-45.8% | $5,680-72.1% | $4,289-63.1% |
| Admin fee / account holder | $159 | $1,261-87.4% | $13,210-98.8% | $1,587-90.0% |