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 5-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 | $13,229 | $27,641-52.1% | $61,373-78.4% | $68,494-80.7% |
| Participation rate | 9.4% | 39.5%-30.1pp | 52.6%-43.2pp | 67.9%-58.5pp |
| Annual return | -21.50% | -13.24%-8.3pp | 338.61%-360.1pp | -7.84%-13.7pp |
| Employer contribution / active EE | $310 | $695-55.5% | $1,159-73.3% | $2,596-88.1% |
| Participant deferral / active EE | $1,109 | $1,263-12.2% | $2,125-47.8% | $4,027-72.5% |
| Admin fee / account holder | $213 | $2,010-89.4% | $2,130-90.0% | $5,403-96.1% |