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 6-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 | $11,316 | $27,641-59.1% | $61,373-81.6% | $68,494-83.5% |
| Participation rate | 17.9% | 39.5%-21.6pp | 52.6%-34.7pp | 67.9%-50.0pp |
| Annual return | -21.33% | -13.24%-8.1pp | 338.61%-359.9pp | -7.84%-13.5pp |
| Employer contribution / active EE | $368 | $695-47.1% | $1,159-68.2% | $2,596-85.8% |
| Participant deferral / active EE | $947 | $1,263-25.0% | $2,125-55.4% | $4,027-76.5% |
| Admin fee / account holder | $114 | $2,010-94.3% | $2,130-94.6% | $5,403-97.9% |