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 4-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 | $13,494 | $26,114-48.3% | $58,482-76.9% | $74,419-81.9% |
| Participation rate | 6.3% | 32.1%-25.8pp | 50.9%-44.5pp | 70.7%-64.4pp |
| Annual return | 13.40% | 32.51%-19.1pp | 4239.32%-4225.9pp | 34.38%-21.0pp |
| Employer contribution / active EE | $256 | $536-52.1% | $1,053-75.7% | $2,637-90.3% |
| Participant deferral / active EE | $479 | $1,075-55.5% | $1,924-75.1% | $4,528-89.4% |
| Admin fee / account holder | $0 | $649-100.0% | $2,516-100.0% | $348-100.0% |