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 8-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 | $13,734 | $88,594-84.5% | $70,092-80.4% | $134,475-89.8% |
| Participation rate | 61.5% | 74.9%-13.4pp | 70.5%-8.9pp | 81.2%-19.7pp |
| Annual return | -20.80% | 442.67%-463.5pp | 190.73%-211.5pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,288 | $3,233-60.2% | $2,559-49.7% | $4,740-72.8% |
| Participant deferral / active EE | $2,208 | $4,772-53.7% | $3,849-42.6% | $6,400-65.5% |
| Admin fee / account holder | $123 | $10,441-98.8% | $6,267-98.0% | $11,426-98.9% |