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 | $13,849 | $65,409-78.8% | $98,442-85.9% | $85,850-83.9% |
| Participation rate | 36.4% | 65.0%-28.6pp | 73.3%-37.0pp | 69.3%-33.0pp |
| Annual return | 9.15% | 21.76%-12.6pp | 1492.73%-1483.6pp | 318.53%-309.4pp |
| Employer contribution / active EE | $472 | $2,168-78.2% | $2,960-84.1% | $2,565-81.6% |
| Participant deferral / active EE | $990 | $3,166-68.7% | $4,276-76.8% | $3,952-74.9% |
| Admin fee / account holder | $205 | $4,593-95.5% | $5,949-96.6% | $6,260-96.7% |