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 | $11,103 | $43,327-74.4% | $59,878-81.5% | $64,186-82.7% |
| Participation rate | 65.4% | 69.2%-3.8pp | 74.7%-9.3pp | 69.6%-4.2pp |
| Annual return | -10.30% | -1.55%-8.8pp | 3.46%-13.8pp | 7.63%-17.9pp |
| Employer contribution / active EE | $942 | $2,028-53.6% | $2,722-65.4% | $2,381-60.4% |
| Participant deferral / active EE | $2,970 | $2,546+16.7% | $3,402-12.7% | $3,470-14.4% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |