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 7-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 | $8,909 | $27,641-67.8% | $61,373-85.5% | $68,494-87.0% |
| Participation rate | 32.3% | 39.5%-7.2pp | 52.6%-20.3pp | 67.9%-35.6pp |
| Annual return | -26.35% | -13.24%-13.1pp | 338.61%-365.0pp | -7.84%-18.5pp |
| Employer contribution / active EE | $247 | $695-64.5% | $1,159-78.7% | $2,596-90.5% |
| Participant deferral / active EE | $369 | $1,263-70.8% | $2,125-82.6% | $4,027-90.8% |
| Admin fee / account holder | $80 | $2,010-96.0% | $2,130-96.3% | $5,403-98.5% |