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 | $20,451 | $190,805-89.3% | $159,960-87.2% | $134,475-84.8% |
| Participation rate | 29.4% | 81.9%-52.5pp | 78.0%-48.5pp | 81.2%-51.8pp |
| Annual return | -21.75% | 552.23%-574.0pp | 408.60%-430.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $657 | $4,995-86.9% | $4,226-84.5% | $4,740-86.1% |
| Participant deferral / active EE | $2,718 | $6,923-60.7% | $6,182-56.0% | $6,400-57.5% |
| Admin fee / account holder | $58 | $10,471-99.4% | $8,698-99.3% | $11,426-99.5% |