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 | $17,534 | $59,805-70.7% | $79,550-78.0% | $68,494-74.4% |
| Participation rate | 39.5% | 61.1%-21.5pp | 69.5%-30.0pp | 67.9%-28.4pp |
| Annual return | -19.53% | -12.30%-7.2pp | 0.16%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $862 | $1,505-42.7% | $2,413-64.3% | $2,596-66.8% |
| Participant deferral / active EE | $1,370 | $3,024-54.7% | $3,985-65.6% | $4,027-66.0% |
| Admin fee / account holder | $33 | $4,835-99.3% | $6,832-99.5% | $5,403-99.4% |