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 | $14,185 | $30,400-53.3% | $53,898-73.7% | $84,808-83.3% |
| Participation rate | 41.9% | 46.4%-4.5pp | 55.0%-13.0pp | 68.3%-26.4pp |
| Annual return | 0.80% | 500.19%-499.4pp | 528.60%-527.8pp | 40.90%-40.1pp |
| Employer contribution / active EE | $148 | $603-75.4% | $932-84.1% | $2,631-94.4% |
| Participant deferral / active EE | $332 | $1,199-72.3% | $1,826-81.8% | $4,212-92.1% |
| Admin fee / account holder | $11 | $1,993-99.5% | $2,491-99.6% | $7,344-99.9% |