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 | $10,098 | $93,024-89.1% | $77,024-86.9% | $134,475-92.5% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.3pp | 81.2%-25.7pp |
| Annual return | -21.54% | 62.60%-84.1pp | 42.32%-63.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,096 | $3,418-67.9% | $2,812-61.0% | $4,740-76.9% |
| Participant deferral / active EE | $1,262 | $5,238-75.9% | $4,426-71.5% | $6,400-80.3% |
| Admin fee / account holder | $63 | $6,944-99.1% | $5,425-98.8% | $11,426-99.5% |