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 9-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 | $18,151 | $48,050-62.2% | $85,969-78.9% | $59,632-69.6% |
| Participation rate | 30.3% | 64.5%-34.2pp | 76.5%-46.2pp | 68.7%-38.4pp |
| Annual return | -3.76% | 0.29%-4.1pp | 9.32%-13.1pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $677 | $1,640-58.7% | $3,474-80.5% | $2,203-69.2% |
| Participant deferral / active EE | $929 | $2,249-58.7% | $3,829-75.7% | $3,192-70.9% |
| Admin fee / account holder | $27 | $3,206-99.1% | $6,053-99.5% | $4,297-99.4% |