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 | $18,056 | $64,707-72.1% | $112,228-83.9% | $68,494-73.6% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.6pp |
| Annual return | -19.82% | -11.40%-8.4pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $807 | $2,746-70.6% | $3,635-77.8% | $2,596-68.9% |
| Participant deferral / active EE | $3,886 | $3,565+9.0% | $4,728-17.8% | $4,027-3.5% |
| Admin fee / account holder | $292 | $5,232-94.4% | $6,410-95.4% | $5,403-94.6% |