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 | $20,375 | $27,915-27.0% | $58,482-65.2% | $75,163-72.9% |
| Participation rate | 14.8% | 38.8%-24.0pp | 50.9%-36.0pp | 67.2%-52.4pp |
| Annual return | 13.04% | 44.20%-31.2pp | 4239.32%-4226.3pp | 160.62%-147.6pp |
| Employer contribution / active EE | $375 | $669-44.0% | $1,053-64.4% | $2,670-86.0% |
| Participant deferral / active EE | $599 | $1,201-50.1% | $1,924-68.8% | $4,125-85.5% |
| Admin fee / account holder | $35 | $1,726-98.0% | $2,516-98.6% | $5,651-99.4% |