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 | $13,452 | $27,641-51.3% | $61,373-78.1% | $68,494-80.4% |
| Participation rate | 31.0% | 39.5%-8.5pp | 52.6%-21.6pp | 67.9%-36.9pp |
| Annual return | -22.46% | -13.24%-9.2pp | 338.61%-361.1pp | -7.84%-14.6pp |
| Employer contribution / active EE | $415 | $695-40.4% | $1,159-64.2% | $2,596-84.0% |
| Participant deferral / active EE | $1,431 | $1,263+13.3% | $2,125-32.6% | $4,027-64.5% |
| Admin fee / account holder | $235 | $2,010-88.3% | $2,130-89.0% | $5,403-95.6% |