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 | $57,537 | $129,942-55.7% | $104,294-44.8% | $134,475-57.2% |
| Participation rate | 46.7% | 79.5%-32.9pp | 73.3%-26.6pp | 81.2%-34.6pp |
| Annual return | -23.27% | 42.03%-65.3pp | 24.61%-47.9pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,461 | $4,184-65.1% | $3,372-56.7% | $4,740-69.2% |
| Participant deferral / active EE | $3,909 | $5,588-30.0% | $4,625-15.5% | $6,400-38.9% |
| Admin fee / account holder | $300 | $9,323-96.8% | $7,339-95.9% | $11,426-97.4% |