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 | $17,582 | $54,350-67.7% | $82,719-78.7% | $68,494-74.3% |
| Participation rate | 36.0% | 63.9%-27.9pp | 72.6%-36.6pp | 67.9%-31.9pp |
| Annual return | -20.46% | -13.67%-6.8pp | 701.18%-721.6pp | -7.84%-12.6pp |
| Employer contribution / active EE | $1,060 | $2,218-52.2% | $3,009-64.8% | $2,596-59.2% |
| Participant deferral / active EE | $1,517 | $3,246-53.3% | $4,395-65.5% | $4,027-62.3% |
| Admin fee / account holder | $39 | $4,395-99.1% | $5,329-99.3% | $5,403-99.3% |