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 | $14,844 | $93,024-84.0% | $77,024-80.7% | $134,475-89.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -22.18% | 62.60%-84.8pp | 42.32%-64.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $0 | $3,418-100.0% | $2,812-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,464 | $5,238-14.8% | $4,426+0.9% | $6,400-30.2% |
| Admin fee / account holder | $227 | $6,944-96.7% | $5,425-95.8% | $11,426-98.0% |