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 | $22,458 | $64,707-65.3% | $112,228-80.0% | $68,494-67.2% |
| Participation rate | 6.9% | 67.2%-60.3pp | 75.1%-68.2pp | 67.9%-61.0pp |
| Annual return | -20.17% | -11.40%-8.8pp | 27.45%-47.6pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $114 | $5,232-97.8% | $6,410-98.2% | $5,403-97.9% |