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 | $28,265 | $29,660-4.7% | $56,411-49.9% | $80,856-65.0% |
| Participation rate | 15.5% | 41.6%-26.1pp | 52.5%-36.9pp | 67.6%-52.1pp |
| Annual return | 9.26% | 35.23%-26.0pp | 1701.33%-1692.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $483 | $669-27.9% | $1,039-53.5% | $2,755-82.5% |
| Participant deferral / active EE | $833 | $1,226-32.1% | $1,952-57.3% | $4,296-80.6% |
| Admin fee / account holder | $171 | $2,428-92.9% | $2,829-93.9% | $6,918-97.5% |