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 | $11,738 | $93,024-87.4% | $77,024-84.8% | $134,475-91.3% |
| Participation rate | 26.1% | 74.5%-48.4pp | 67.9%-41.8pp | 81.2%-55.1pp |
| Annual return | -29.11% | 62.60%-91.7pp | 42.32%-71.4pp | 417.96%-447.1pp |
| Employer contribution / active EE | $663 | $3,418-80.6% | $2,812-76.4% | $4,740-86.0% |
| Participant deferral / active EE | $1,614 | $5,238-69.2% | $4,426-63.5% | $6,400-74.8% |
| Admin fee / account holder | $109 | $6,944-98.4% | $5,425-98.0% | $11,426-99.0% |