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 | $22,383 | $99,032-77.4% | $80,019-72.0% | $135,375-83.5% |
| Participation rate | 44.4% | 78.4%-33.9pp | 75.8%-31.4pp | 82.6%-38.2pp |
| Annual return | -9.95% | 15.39%-25.3pp | 11.22%-21.2pp | 519.73%-529.7pp |
| Employer contribution / active EE | $1,238 | $3,043-59.3% | $2,468-49.9% | $4,779-74.1% |
| Participant deferral / active EE | $1,238 | $4,282-71.1% | $3,686-66.4% | $5,609-77.9% |
| Admin fee / account holder | $44 | $10,436-99.6% | $6,521-99.3% | $10,827-99.6% |