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 5-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 | $8,122 | $117,690-93.1% | $71,735-88.7% | $134,475-94.0% |
| Participation rate | 50.0% | 68.8%-18.8pp | 62.3%-12.3pp | 81.2%-31.2pp |
| Annual return | -51.84% | 25.44%-77.3pp | 9.14%-61.0pp | 417.96%-469.8pp |
| Employer contribution / active EE | $706 | $2,525-72.0% | $1,704-58.5% | $4,740-85.1% |
| Participant deferral / active EE | $2,893 | $3,759-23.0% | $2,658+8.9% | $6,400-54.8% |
| Admin fee / account holder | $31 | $6,379-99.5% | $3,974-99.2% | $11,426-99.7% |