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 7-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 | $6,419 | $84,402-92.4% | $61,373-89.5% | $134,475-95.2% |
| Participation rate | 41.7% | 62.2%-20.5pp | 52.6%-10.9pp | 81.2%-39.6pp |
| Annual return | -85.04% | 584.55%-669.6pp | 338.61%-423.6pp | 417.96%-503.0pp |
| Employer contribution / active EE | $334 | $1,544-78.4% | $1,159-71.2% | $4,740-92.9% |
| Participant deferral / active EE | $4,432 | $2,819+57.2% | $2,125+108.6% | $6,400-30.7% |
| Admin fee / account holder | $185 | $2,585-92.8% | $2,130-91.3% | $11,426-98.4% |