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 4-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 | $10,295 | $110,887-90.7% | - | $145,922-92.9% |
| Participation rate | 52.9% | 68.1%-15.1pp | - | 80.3%-27.3pp |
| Annual return | 0.03% | 17.59%-17.6pp | - | 561.29%-561.3pp |
| Employer contribution / active EE | $307 | $5,672-94.6% | - | $4,660-93.4% |
| Participant deferral / active EE | $575 | $5,582-89.7% | - | $6,688-91.4% |
| Admin fee / account holder | $1 | $6,317-100.0% | - | $13,397-100.0% |