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 5-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 | $16,427 | $48,795-66.3% | $65,493-74.9% | $84,808-80.6% |
| Participation rate | 37.0% | 67.0%-29.9pp | 73.1%-36.1pp | 68.3%-31.3pp |
| Annual return | 9.99% | 20.20%-10.2pp | 982.45%-972.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,073 | $2,928-63.4% | $3,961-72.9% | $4,212-74.5% |
| Admin fee / account holder | $0 | $3,877-100.0% | $5,028-100.0% | $7,344-100.0% |