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 | $33,826 | $45,863-26.2% | $77,024-56.1% | $68,494-50.6% |
| Participation rate | 23.1% | 55.9%-32.8pp | 67.9%-44.8pp | 67.9%-44.8pp |
| Annual return | -32.71% | 1.72%-34.4pp | 42.32%-75.0pp | -7.84%-24.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,812-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,629 | $2,962+56.3% | $4,426+4.6% | $4,027+14.9% |
| Admin fee / account holder | $17 | $3,041-99.5% | $5,425-99.7% | $5,403-99.7% |