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 6-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 | $16,743 | $27,641-39.4% | $61,373-72.7% | $68,494-75.6% |
| Participation rate | 11.4% | 39.5%-28.1pp | 52.6%-41.2pp | 67.9%-56.5pp |
| Annual return | -24.01% | -13.24%-10.8pp | 338.61%-362.6pp | -7.84%-16.2pp |
| Employer contribution / active EE | $245 | $695-64.8% | $1,159-78.9% | $2,596-90.6% |
| Participant deferral / active EE | $722 | $1,263-42.9% | $2,125-66.0% | $4,027-82.1% |
| Admin fee / account holder | $179 | $2,010-91.1% | $2,130-91.6% | $5,403-96.7% |