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 8-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 | $22,660 | $43,723-48.2% | $121,196-81.3% | $64,186-64.7% |
| Participation rate | 64.3% | 58.3%+6.0pp | 71.7%-7.5pp | 69.6%-5.3pp |
| Annual return | -9.07% | 68.91%-78.0pp | 16.93%-26.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,715 | $1,296+32.3% | $4,022-57.3% | $2,381-28.0% |
| Participant deferral / active EE | $3,186 | $2,280+39.7% | $3,344-4.8% | $3,470-8.2% |
| Admin fee / account holder | $0 | $3,501-100.0% | $5,019-100.0% | $4,888-100.0% |