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 10-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 | $15,008 | $95,193-84.2% | $76,523-80.4% | $135,375-88.9% |
| Participation rate | 47.1% | 74.4%-27.3pp | 68.0%-20.9pp | 82.6%-35.6pp |
| Annual return | -10.69% | 4.85%-15.5pp | -0.27%-10.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $513 | $3,302-84.5% | $2,647-80.6% | $4,779-89.3% |
| Participant deferral / active EE | $1,092 | $4,639-76.5% | $3,835-71.5% | $5,609-80.5% |
| Admin fee / account holder | $147 | $6,249-97.6% | $4,848-97.0% | $10,827-98.6% |