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 5-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 | $9,955 | $73,867-86.5% | $143,757-93.1% | $68,494-85.5% |
| Participation rate | 32.0% | 66.7%-34.7pp | 80.3%-48.3pp | 67.9%-35.9pp |
| Annual return | -27.28% | 1.01%-28.3pp | -0.04%-27.2pp | -7.84%-19.4pp |
| Employer contribution / active EE | $754 | $3,184-76.3% | $4,951-84.8% | $2,596-71.0% |
| Participant deferral / active EE | $1,653 | $3,384-51.1% | $5,637-70.7% | $4,027-58.9% |
| Admin fee / account holder | $66 | $5,755-98.9% | $14,673-99.6% | $5,403-98.8% |