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 | $28,049 | $106,543-73.7% | $91,220-69.3% | $134,475-79.1% |
| Participation rate | 20.0% | 76.8%-56.8pp | 73.2%-53.2pp | 81.2%-61.2pp |
| Annual return | -22.61% | 160.60%-183.2pp | 114.01%-136.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $458 | $3,331-86.2% | $2,850-83.9% | $4,740-90.3% |
| Participant deferral / active EE | $2,238 | $4,719-52.6% | $4,234-47.1% | $6,400-65.0% |
| Admin fee / account holder | $64 | $6,231-99.0% | $5,420-98.8% | $11,426-99.4% |