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 | $34,510 | $30,400+13.5% | $53,898-36.0% | $84,808-59.3% |
| Participation rate | 40.6% | 46.4%-5.8pp | 55.0%-14.3pp | 68.3%-27.7pp |
| Annual return | 12.88% | 500.19%-487.3pp | 528.60%-515.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $428 | $603-29.1% | $932-54.1% | $2,631-83.8% |
| Participant deferral / active EE | $866 | $1,199-27.7% | $1,826-52.6% | $4,212-79.4% |
| Admin fee / account holder | $17 | $1,993-99.2% | $2,491-99.3% | $7,344-99.8% |