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 7-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 | $13,316 | $88,594-85.0% | $70,092-81.0% | $134,475-90.1% |
| Participation rate | 56.3% | 74.9%-18.7pp | 70.5%-14.2pp | 81.2%-25.0pp |
| Annual return | -27.32% | 442.67%-470.0pp | 190.73%-218.1pp | 417.96%-445.3pp |
| Employer contribution / active EE | $847 | $3,233-73.8% | $2,559-66.9% | $4,740-82.1% |
| Participant deferral / active EE | $2,345 | $4,772-50.9% | $3,849-39.1% | $6,400-63.4% |
| Admin fee / account holder | $143 | $10,441-98.6% | $6,267-97.7% | $11,426-98.7% |