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 | $14,431 | $54,350-73.4% | $82,719-82.6% | $68,494-78.9% |
| Participation rate | 50.8% | 63.9%-13.1pp | 72.6%-21.8pp | 67.9%-17.1pp |
| Annual return | -21.32% | -13.67%-7.7pp | 701.18%-722.5pp | -7.84%-13.5pp |
| Employer contribution / active EE | $718 | $2,218-67.7% | $3,009-76.2% | $2,596-72.4% |
| Participant deferral / active EE | $1,801 | $3,246-44.5% | $4,395-59.0% | $4,027-55.3% |
| Admin fee / account holder | $233 | $4,395-94.7% | $5,329-95.6% | $5,403-95.7% |