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 | $43,509 | $92,703-53.1% | $82,719-47.4% | $134,475-67.6% |
| Participation rate | 45.5% | 75.2%-29.7pp | 72.6%-27.1pp | 81.2%-35.8pp |
| Annual return | -23.02% | 944.92%-967.9pp | 701.18%-724.2pp | 417.96%-441.0pp |
| Employer contribution / active EE | $3,312 | $3,274+1.2% | $3,009+10.1% | $4,740-30.1% |
| Participant deferral / active EE | $1,535 | $4,802-68.0% | $4,395-65.1% | $6,400-76.0% |
| Admin fee / account holder | $98 | $5,983-98.4% | $5,329-98.2% | $11,426-99.1% |