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 8-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 | $14,114 | $42,894-67.1% | $60,874-76.8% | $68,494-79.4% |
| Participation rate | 25.6% | 66.8%-41.2pp | 73.1%-47.5pp | 67.9%-42.3pp |
| Annual return | -21.96% | -13.98%-8.0pp | 16.90%-38.9pp | -7.84%-14.1pp |
| Employer contribution / active EE | $495 | $1,978-75.0% | $2,701-81.7% | $2,596-80.9% |
| Participant deferral / active EE | $1,626 | $2,867-43.3% | $3,817-57.4% | $4,027-59.6% |
| Admin fee / account holder | $44 | $3,101-98.6% | $3,224-98.6% | $5,403-99.2% |