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 | $14,107 | $133,958-89.5% | $112,228-87.4% | $134,475-89.5% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.21% | 47.11%-68.3pp | 27.45%-48.7pp | 417.96%-439.2pp |
| Employer contribution / active EE | $946 | $4,038-76.6% | $3,635-74.0% | $4,740-80.0% |
| Participant deferral / active EE | $2,223 | $5,291-58.0% | $4,728-53.0% | $6,400-65.3% |
| Admin fee / account holder | $127 | $7,489-98.3% | $6,410-98.0% | $11,426-98.9% |