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 | $18,740 | $138,044-86.4% | $125,339-85.0% | $134,475-86.1% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -21.62% | 750.33%-771.9pp | 572.05%-593.7pp | 417.96%-439.6pp |
| Employer contribution / active EE | $2,801 | $5,243-46.6% | $4,814-41.8% | $4,740-40.9% |
| Participant deferral / active EE | $3,852 | $7,799-50.6% | $7,446-48.3% | $6,400-39.8% |
| Admin fee / account holder | $239 | $11,571-97.9% | $10,010-97.6% | $11,426-97.9% |