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 4-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 | $13,490 | $73,867-81.7% | $143,757-90.6% | $68,494-80.3% |
| Participation rate | 69.4% | 66.7%+2.8pp | 80.3%-10.9pp | 67.9%+1.6pp |
| Annual return | -21.02% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,016 | $3,184-36.7% | $4,951-59.3% | $2,596-22.4% |
| Participant deferral / active EE | $3,898 | $3,384+15.2% | $5,637-30.9% | $4,027-3.2% |
| Admin fee / account holder | $149 | $5,755-97.4% | $14,673-99.0% | $5,403-97.3% |