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 | $13,505 | $93,024-85.5% | $77,024-82.5% | $134,475-90.0% |
| Participation rate | 63.6% | 74.5%-10.8pp | 67.9%-4.3pp | 81.2%-17.6pp |
| Annual return | -23.32% | 62.60%-85.9pp | 42.32%-65.6pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,055 | $3,418-39.9% | $2,812-26.9% | $4,740-56.6% |
| Participant deferral / active EE | $4,305 | $5,238-17.8% | $4,426-2.7% | $6,400-32.7% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |