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 6-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 | $19,337 | $84,696-77.2% | $75,696-74.5% | $167,490-88.5% |
| Participation rate | 28.6% | 77.8%-49.3pp | 74.8%-46.3pp | 82.1%-53.5pp |
| Annual return | 0.02% | 199.36%-199.3pp | 104.53%-104.5pp | 478.56%-478.5pp |
| Employer contribution / active EE | $0 | $3,230-100.0% | $2,743-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,000 | $4,580-12.7% | $3,821+4.7% | $6,341-36.9% |
| Admin fee / account holder | $0 | $5,355-100.0% | $3,619-100.0% | $12,309-100.0% |