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 | $19,707 | $92,703-78.7% | $82,719-76.2% | $134,475-85.3% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -36.06% | 944.92%-981.0pp | 701.18%-737.2pp | 417.96%-454.0pp |
| Employer contribution / active EE | $2,162 | $3,274-34.0% | $3,009-28.1% | $4,740-54.4% |
| Participant deferral / active EE | $3,388 | $4,802-29.5% | $4,395-22.9% | $6,400-47.1% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |