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 9-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 | $15,322 | $97,044-84.2% | $83,333-81.6% | $135,375-88.7% |
| Participation rate | 47.1% | 80.4%-33.4pp | 77.8%-30.7pp | 82.6%-35.6pp |
| Annual return | -12.82% | 12.31%-25.1pp | 10.63%-23.5pp | 519.73%-532.6pp |
| Employer contribution / active EE | $1,391 | $4,143-66.4% | $3,379-58.8% | $4,779-70.9% |
| Participant deferral / active EE | $3,400 | $5,964-43.0% | $5,565-38.9% | $5,609-39.4% |
| Admin fee / account holder | $213 | $8,380-97.5% | $7,510-97.2% | $10,827-98.0% |