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 | $8,543 | $27,641-69.1% | $61,373-86.1% | $68,494-87.5% |
| Participation rate | 26.5% | 39.5%-13.0pp | 52.6%-26.1pp | 67.9%-41.4pp |
| Annual return | -22.17% | -13.24%-8.9pp | 338.61%-360.8pp | -7.84%-14.3pp |
| Employer contribution / active EE | $331 | $695-52.3% | $1,159-71.4% | $2,596-87.2% |
| Participant deferral / active EE | $578 | $1,263-54.2% | $2,125-72.8% | $4,027-85.6% |
| Admin fee / account holder | $203 | $2,010-89.9% | $2,130-90.5% | $5,403-96.2% |