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 | $18,594 | $64,707-71.3% | $112,228-83.4% | $68,494-72.9% |
| Participation rate | 24.6% | 67.2%-42.5pp | 75.1%-50.4pp | 67.9%-43.3pp |
| Annual return | -20.92% | -11.40%-9.5pp | 27.45%-48.4pp | -7.84%-13.1pp |
| Employer contribution / active EE | $689 | $2,746-74.9% | $3,635-81.0% | $2,596-73.5% |
| Participant deferral / active EE | $1,950 | $3,565-45.3% | $4,728-58.8% | $4,027-51.6% |
| Admin fee / account holder | $235 | $5,232-95.5% | $6,410-96.3% | $5,403-95.7% |