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 | $15,890 | $42,894-63.0% | $60,874-73.9% | $68,494-76.8% |
| Participation rate | 57.0% | 66.8%-9.8pp | 73.1%-16.1pp | 67.9%-10.9pp |
| Annual return | -21.65% | -13.98%-7.7pp | 16.90%-38.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $533 | $1,978-73.0% | $2,701-80.3% | $2,596-79.5% |
| Participant deferral / active EE | $1,805 | $2,867-37.1% | $3,817-52.7% | $4,027-55.2% |
| Admin fee / account holder | $69 | $3,101-97.8% | $3,224-97.8% | $5,403-98.7% |