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 8-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 | $35,788 | $138,065-74.1% | $123,544-71.0% | $135,375-73.6% |
| Participation rate | 33.3% | 84.7%-51.4pp | 82.3%-49.0pp | 82.6%-49.3pp |
| Annual return | -13.54% | 153.68%-167.2pp | 119.20%-132.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $1,275 | $5,151-75.2% | $4,628-72.4% | $4,779-73.3% |
| Participant deferral / active EE | $6,485 | $6,799-4.6% | $6,426+0.9% | $5,609+15.6% |
| Admin fee / account holder | $81 | $10,916-99.3% | $9,284-99.1% | $10,827-99.3% |