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 | $18,864 | $29,660-36.4% | $56,411-66.6% | $80,856-76.7% |
| Participation rate | 9.7% | 41.6%-32.0pp | 52.5%-42.8pp | 67.6%-58.0pp |
| Annual return | 10.07% | 35.23%-25.2pp | 1701.33%-1691.3pp | 35.59%-25.5pp |
| Employer contribution / active EE | $156 | $669-76.7% | $1,039-85.0% | $2,755-94.3% |
| Participant deferral / active EE | $619 | $1,226-49.5% | $1,952-68.3% | $4,296-85.6% |
| Admin fee / account holder | $298 | $2,428-87.7% | $2,829-89.5% | $6,918-95.7% |