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 | $10,005 | $25,979-61.5% | $71,735-86.1% | $68,494-85.4% |
| Participation rate | 25.3% | 54.5%-29.2pp | 62.3%-37.0pp | 67.9%-42.6pp |
| Annual return | -25.63% | -15.10%-10.5pp | 9.14%-34.8pp | -7.84%-17.8pp |
| Employer contribution / active EE | $543 | $900-39.7% | $1,704-68.1% | $2,596-79.1% |
| Participant deferral / active EE | $936 | $1,522-38.5% | $2,658-64.8% | $4,027-76.8% |
| Admin fee / account holder | $1 | $2,022-99.9% | $3,974-100.0% | $5,403-100.0% |