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 | $25,254 | $45,863-44.9% | $77,024-67.2% | $68,494-63.1% |
| Participation rate | 69.2% | 55.9%+13.3pp | 67.9%+1.3pp | 67.9%+1.3pp |
| Annual return | -23.84% | 1.72%-25.6pp | 42.32%-66.2pp | -7.84%-16.0pp |
| Employer contribution / active EE | $2,130 | $1,650+29.1% | $2,812-24.3% | $2,596-18.0% |
| Participant deferral / active EE | $5,823 | $2,962+96.6% | $4,426+31.6% | $4,027+44.6% |
| Admin fee / account holder | $20 | $3,041-99.3% | $5,425-99.6% | $5,403-99.6% |