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 | $8,269 | $117,690-93.0% | $71,735-88.5% | $134,475-93.9% |
| Participation rate | 38.5% | 68.8%-30.4pp | 62.3%-23.9pp | 81.2%-42.8pp |
| Annual return | -28.46% | 25.44%-53.9pp | 9.14%-37.6pp | 417.96%-446.4pp |
| Employer contribution / active EE | $770 | $2,525-69.5% | $1,704-54.8% | $4,740-83.8% |
| Participant deferral / active EE | $1,422 | $3,759-62.2% | $2,658-46.5% | $6,400-77.8% |
| Admin fee / account holder | $141 | $6,379-97.8% | $3,974-96.4% | $11,426-98.8% |