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 3-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 | $16,567 | $27,915-40.7% | $58,482-71.7% | $75,163-78.0% |
| Participation rate | 38.7% | 38.8%-0.1pp | 50.9%-12.1pp | 67.2%-28.5pp |
| Annual return | 5.03% | 44.20%-39.2pp | 4239.32%-4234.3pp | 160.62%-155.6pp |
| Employer contribution / active EE | $634 | $669-5.2% | $1,053-39.8% | $2,670-76.2% |
| Participant deferral / active EE | $2,330 | $1,201+94.0% | $1,924+21.1% | $4,125-43.5% |
| Admin fee / account holder | $5 | $1,726-99.7% | $2,516-99.8% | $5,651-99.9% |