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 3-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 | $2,523 | $76,738-96.7% | $56,411-95.5% | $145,922-98.3% |
| Participation rate | 18.2% | 63.2%-45.0pp | 52.5%-34.3pp | 80.3%-62.1pp |
| Annual return | 4.20% | 2994.23%-2990.0pp | 1701.33%-1697.1pp | 561.29%-557.1pp |
| Employer contribution / active EE | $203 | $1,380-85.3% | $1,039-80.5% | $4,660-95.6% |
| Participant deferral / active EE | $258 | $2,623-90.2% | $1,952-86.8% | $6,688-96.1% |
| Admin fee / account holder | $5 | $3,334-99.9% | $2,829-99.8% | $13,397-100.0% |