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 | $16,990 | $30,400-44.1% | $53,898-68.5% | $84,808-80.0% |
| Participation rate | 35.0% | 46.4%-11.4pp | 55.0%-20.0pp | 68.3%-33.3pp |
| Annual return | 1.64% | 500.19%-498.6pp | 528.60%-527.0pp | 40.90%-39.3pp |
| Employer contribution / active EE | $513 | $603-14.8% | $932-44.9% | $2,631-80.5% |
| Participant deferral / active EE | $1,417 | $1,199+18.2% | $1,826-22.4% | $4,212-66.4% |
| Admin fee / account holder | $0 | $1,993-100.0% | $2,491-100.0% | $7,344-100.0% |