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 6-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 | $8,297 | $88,594-90.6% | $70,092-88.2% | $134,475-93.8% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -21.13% | 442.67%-463.8pp | 190.73%-211.9pp | 417.96%-439.1pp |
| Employer contribution / active EE | $520 | $3,233-83.9% | $2,559-79.7% | $4,740-89.0% |
| Participant deferral / active EE | $864 | $4,772-81.9% | $3,849-77.6% | $6,400-86.5% |
| Admin fee / account holder | $41 | $10,441-99.6% | $6,267-99.3% | $11,426-99.6% |