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 | $54,540 | $84,402-35.4% | $61,373-11.1% | $134,475-59.4% |
| Participation rate | 37.5% | 62.2%-24.7pp | 52.6%-15.1pp | 81.2%-43.7pp |
| Annual return | -21.83% | 584.55%-606.4pp | 338.61%-360.4pp | 417.96%-439.8pp |
| Employer contribution / active EE | $575 | $1,544-62.7% | $1,159-50.4% | $4,740-87.9% |
| Participant deferral / active EE | $3,805 | $2,819+35.0% | $2,125+79.1% | $6,400-40.5% |
| Admin fee / account holder | $243 | $2,585-90.6% | $2,130-88.6% | $11,426-97.9% |