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 | $11,830 | $49,177-75.9% | $79,464-85.1% | $64,186-81.6% |
| Participation rate | 35.7% | 65.0%-29.3pp | 73.3%-37.6pp | 69.6%-33.9pp |
| Annual return | -16.14% | -1.16%-15.0pp | 718.14%-734.3pp | 7.63%-23.8pp |
| Employer contribution / active EE | $648 | $2,076-68.8% | $2,800-76.9% | $2,381-72.8% |
| Participant deferral / active EE | $2,692 | $2,821-4.6% | $3,704-27.3% | $3,470-22.4% |
| Admin fee / account holder | $57 | $3,839-98.5% | $5,113-98.9% | $4,888-98.8% |