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 9-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 | $13,211 | $42,894-69.2% | $60,874-78.3% | $68,494-80.7% |
| Participation rate | 28.6% | 66.8%-38.2pp | 73.1%-44.5pp | 67.9%-39.3pp |
| Annual return | -18.77% | -13.98%-4.8pp | 16.90%-35.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $971 | $2,867-66.1% | $3,817-74.5% | $4,027-75.9% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |