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 9-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 | $43,979 | $64,707-32.0% | $112,228-60.8% | $68,494-35.8% |
| Participation rate | 28.6% | 67.2%-38.6pp | 75.1%-46.5pp | 67.9%-39.3pp |
| Annual return | -23.18% | -11.40%-11.8pp | 27.45%-50.6pp | -7.84%-15.3pp |
| Employer contribution / active EE | $769 | $2,746-72.0% | $3,635-78.9% | $2,596-70.4% |
| Participant deferral / active EE | $1,947 | $3,565-45.4% | $4,728-58.8% | $4,027-51.7% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,410-100.0% | $5,403-100.0% |