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 | $32,189 | $142,344-77.4% | $119,609-73.1% | $134,475-76.1% |
| Participation rate | 37.5% | 82.8%-45.3pp | 79.3%-41.8pp | 81.2%-43.7pp |
| Annual return | -27.17% | -12.44%-14.7pp | -14.97%-12.2pp | 417.96%-445.1pp |
| Employer contribution / active EE | $1,114 | $5,222-78.7% | $4,232-73.7% | $4,740-76.5% |
| Participant deferral / active EE | $2,119 | $6,469-67.2% | $5,602-62.2% | $6,400-66.9% |
| Admin fee / account holder | $65 | $13,584-99.5% | $10,323-99.4% | $11,426-99.4% |