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 | $15,671 | $30,400-48.5% | $53,898-70.9% | $84,808-81.5% |
| Participation rate | 35.7% | 46.4%-10.7pp | 55.0%-19.2pp | 68.3%-32.6pp |
| Annual return | 14.06% | 500.19%-486.1pp | 528.60%-514.5pp | 40.90%-26.8pp |
| Employer contribution / active EE | $89 | $603-85.2% | $932-90.4% | $2,631-96.6% |
| Participant deferral / active EE | $1,349 | $1,199+12.5% | $1,826-26.1% | $4,212-68.0% |
| Admin fee / account holder | $39 | $1,993-98.0% | $2,491-98.4% | $7,344-99.5% |