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 8-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 | $10,248 | $45,863-77.7% | $77,024-86.7% | $68,494-85.0% |
| Participation rate | 27.6% | 55.9%-28.3pp | 67.9%-40.3pp | 67.9%-40.3pp |
| Annual return | -30.04% | 1.72%-31.8pp | 42.32%-72.4pp | -7.84%-22.2pp |
| Employer contribution / active EE | $558 | $1,650-66.2% | $2,812-80.2% | $2,596-78.5% |
| Participant deferral / active EE | $985 | $2,962-66.7% | $4,426-77.7% | $4,027-75.5% |
| Admin fee / account holder | $89 | $3,041-97.1% | $5,425-98.4% | $5,403-98.3% |