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 8-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 | $54,817 | $48,265+13.6% | $68,791-20.3% | $68,494-20.0% |
| Participation rate | 17.1% | 60.7%-43.6pp | 69.0%-52.0pp | 67.9%-50.8pp |
| Annual return | -20.56% | -12.71%-7.9pp | -6.38%-14.2pp | -7.84%-12.7pp |
| Employer contribution / active EE | $773 | $1,829-57.7% | $2,655-70.9% | $2,596-70.2% |
| Participant deferral / active EE | $1,802 | $2,867-37.1% | $3,941-54.3% | $4,027-55.3% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |