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 | $15,382 | $70,606-78.2% | $53,898-71.5% | $142,382-89.2% |
| Participation rate | 33.3% | 63.7%-30.4pp | 55.0%-21.6pp | 80.1%-46.8pp |
| Annual return | -14.31% | 619.81%-634.1pp | 528.60%-542.9pp | 217.08%-231.4pp |
| Employer contribution / active EE | $180 | $1,202-85.0% | $932-80.6% | $4,299-95.8% |
| Participant deferral / active EE | $343 | $2,364-85.5% | $1,826-81.2% | $6,507-94.7% |
| Admin fee / account holder | $129 | $2,852-95.5% | $2,491-94.8% | $12,624-99.0% |