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 | $20,413 | $54,229-62.4% | $70,092-70.9% | $68,494-70.2% |
| Participation rate | 41.7% | 64.5%-22.8pp | 70.5%-28.8pp | 67.9%-26.2pp |
| Annual return | -21.24% | -13.87%-7.4pp | 190.73%-212.0pp | -7.84%-13.4pp |
| Employer contribution / active EE | $530 | $2,018-73.7% | $2,559-79.3% | $2,596-79.6% |
| Participant deferral / active EE | $2,524 | $2,956-14.6% | $3,849-34.4% | $4,027-37.3% |
| Admin fee / account holder | $204 | $4,694-95.7% | $6,267-96.7% | $5,403-96.2% |