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 | $19,163 | $100,754-81.0% | $86,677-77.9% | $134,475-85.7% |
| Participation rate | 62.5% | 78.9%-16.4pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -22.65% | 29.04%-51.7pp | 35.91%-58.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,719 | $3,489-50.7% | $2,836-39.4% | $4,740-63.7% |
| Participant deferral / active EE | $3,596 | $5,338-32.6% | $4,656-22.8% | $6,400-43.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |