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 10-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 | $17,850 | $100,852-82.3% | $90,404-80.3% | $158,922-88.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 0.95% | 1724.20%-1723.3pp | 1293.02%-1292.1pp | 302.83%-301.9pp |
| Employer contribution / active EE | $500 | $3,689-86.4% | $3,262-84.7% | $4,761-89.5% |
| Participant deferral / active EE | $875 | $4,348-79.9% | $3,963-77.9% | $5,982-85.4% |
| Admin fee / account holder | $0 | $6,501-100.0% | $5,611-100.0% | $11,246-100.0% |