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 10-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 | $12,039 | $48,265-75.1% | $68,791-82.5% | $68,494-82.4% |
| Participation rate | 42.9% | 60.7%-17.8pp | 69.0%-26.2pp | 67.9%-25.0pp |
| Annual return | -21.44% | -12.71%-8.7pp | -6.38%-15.1pp | -7.84%-13.6pp |
| Employer contribution / active EE | $1,079 | $1,829-41.0% | $2,655-59.4% | $2,596-58.4% |
| Participant deferral / active EE | $1,945 | $2,867-32.2% | $3,941-50.6% | $4,027-51.7% |
| Admin fee / account holder | $84 | $4,355-98.1% | $4,932-98.3% | $5,403-98.5% |