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 | $15,063 | $91,911-83.6% | $68,793-78.1% | $135,375-88.9% |
| Participation rate | 57.1% | 76.7%-19.6pp | 72.2%-15.1pp | 82.6%-25.5pp |
| Annual return | -10.54% | -8.22%-2.3pp | -4.63%-5.9pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,125 | $3,924-45.9% | $2,625-19.1% | $4,779-55.5% |
| Participant deferral / active EE | $2,656 | $4,315-38.5% | $3,311-19.8% | $5,609-52.7% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,827-100.0% |