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 8-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 | $1,862 | $29,660-93.7% | $56,411-96.7% | $80,856-97.7% |
| Participation rate | 1.3% | 41.6%-40.4pp | 52.5%-51.2pp | 67.6%-66.4pp |
| Annual return | 8.95% | 35.23%-26.3pp | 1701.33%-1692.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,039-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $0 | $1,226-100.0% | $1,952-100.0% | $4,296-100.0% |
| Admin fee / account holder | $18 | $2,428-99.3% | $2,829-99.4% | $6,918-99.7% |