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 | $18,229 | $133,958-86.4% | $112,228-83.8% | $134,475-86.4% |
| Participation rate | 68.8% | 78.6%-9.8pp | 75.1%-6.3pp | 81.2%-12.5pp |
| Annual return | -22.50% | 47.11%-69.6pp | 27.45%-49.9pp | 417.96%-440.5pp |
| Employer contribution / active EE | $1,010 | $4,038-75.0% | $3,635-72.2% | $4,740-78.7% |
| Participant deferral / active EE | $6,006 | $5,291+13.5% | $4,728+27.0% | $6,400-6.1% |
| Admin fee / account holder | $213 | $7,489-97.2% | $6,410-96.7% | $11,426-98.1% |