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 | $11,471 | $29,660-61.3% | $56,411-79.7% | $80,856-85.8% |
| Participation rate | 16.7% | 41.6%-25.0pp | 52.5%-35.8pp | 67.6%-51.0pp |
| Annual return | 2.69% | 35.23%-32.5pp | 1701.33%-1698.6pp | 35.59%-32.9pp |
| Employer contribution / active EE | $256 | $669-61.8% | $1,039-75.4% | $2,755-90.7% |
| Participant deferral / active EE | $323 | $1,226-73.6% | $1,952-83.4% | $4,296-92.5% |
| Admin fee / account holder | $144 | $2,428-94.1% | $2,829-94.9% | $6,918-97.9% |