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 | $14,353 | $45,863-68.7% | $77,024-81.4% | $68,494-79.0% |
| Participation rate | 27.3% | 55.9%-28.6pp | 67.9%-40.6pp | 67.9%-40.6pp |
| Annual return | -20.99% | 1.72%-22.7pp | 42.32%-63.3pp | -7.84%-13.1pp |
| Employer contribution / active EE | $469 | $1,650-71.6% | $2,812-83.3% | $2,596-82.0% |
| Participant deferral / active EE | $855 | $2,962-71.1% | $4,426-80.7% | $4,027-78.8% |
| Admin fee / account holder | $99 | $3,041-96.7% | $5,425-98.2% | $5,403-98.2% |