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 | $16,289 | $54,350-70.0% | $82,719-80.3% | $68,494-76.2% |
| Participation rate | 67.9% | 63.9%+3.9pp | 72.6%-4.7pp | 67.9%0pp |
| Annual return | -20.69% | -13.67%-7.0pp | 701.18%-721.9pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,620 | $2,218-26.9% | $3,009-46.1% | $2,596-37.6% |
| Participant deferral / active EE | $3,054 | $3,246-5.9% | $4,395-30.5% | $4,027-24.2% |
| Admin fee / account holder | $113 | $4,395-97.4% | $5,329-97.9% | $5,403-97.9% |