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 | $32,043 | $73,867-56.6% | $143,757-77.7% | $68,494-53.2% |
| Participation rate | 44.4% | 66.7%-22.2pp | 80.3%-35.9pp | 67.9%-23.4pp |
| Annual return | -20.92% | 1.01%-21.9pp | -0.04%-20.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,150 | $3,384-36.5% | $5,637-61.9% | $4,027-46.6% |
| Admin fee / account holder | $91 | $5,755-98.4% | $14,673-99.4% | $5,403-98.3% |