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 5-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 | $13,597 | $45,863-70.4% | $77,024-82.3% | $68,494-80.1% |
| Participation rate | 65.5% | 55.9%+9.6pp | 67.9%-2.4pp | 67.9%-2.4pp |
| Annual return | -43.61% | 1.72%-45.3pp | 42.32%-85.9pp | -7.84%-35.8pp |
| Employer contribution / active EE | $3,632 | $1,650+120.2% | $2,812+29.1% | $2,596+39.9% |
| Participant deferral / active EE | $1,592 | $2,962-46.3% | $4,426-64.0% | $4,027-60.5% |
| Admin fee / account holder | $19 | $3,041-99.4% | $5,425-99.7% | $5,403-99.7% |