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 | $4,184 | $27,641-84.9% | $61,373-93.2% | $68,494-93.9% |
| Participation rate | 60.2% | 39.5%+20.7pp | 52.6%+7.6pp | 67.9%-7.7pp |
| Annual return | -24.25% | -13.24%-11.0pp | 338.61%-362.9pp | -7.84%-16.4pp |
| Employer contribution / active EE | $885 | $695+27.3% | $1,159-23.6% | $2,596-65.9% |
| Participant deferral / active EE | $633 | $1,263-49.9% | $2,125-70.2% | $4,027-84.3% |
| Admin fee / account holder | $224 | $2,010-88.8% | $2,130-89.5% | $5,403-95.8% |