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 | $4,153 | $84,402-95.1% | $61,373-93.2% | $134,475-96.9% |
| Participation rate | 43.8% | 62.2%-18.5pp | 52.6%-8.8pp | 81.2%-37.5pp |
| Annual return | -23.23% | 584.55%-607.8pp | 338.61%-361.8pp | 417.96%-441.2pp |
| Employer contribution / active EE | $396 | $1,544-74.4% | $1,159-65.9% | $4,740-91.7% |
| Participant deferral / active EE | $678 | $2,819-75.9% | $2,125-68.1% | $6,400-89.4% |
| Admin fee / account holder | $15 | $2,585-99.4% | $2,130-99.3% | $11,426-99.9% |