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 | $14,674 | $67,331-78.2% | $60,874-75.9% | $134,475-89.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.1%-10.6pp | 81.2%-18.7pp |
| Annual return | -21.57% | 49.93%-71.5pp | 16.90%-38.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,431 | $3,096-53.8% | $2,701-47.0% | $4,740-69.8% |
| Participant deferral / active EE | $2,600 | $4,538-42.7% | $3,817-31.9% | $6,400-59.4% |
| Admin fee / account holder | $209 | $4,582-95.4% | $3,224-93.5% | $11,426-98.2% |