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 | $82,182 | $167,307-50.9% | $143,757-42.8% | $134,475-38.9% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -26.15% | 0.46%-26.6pp | -0.04%-26.1pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,939 | $5,619-47.7% | $4,951-40.6% | $4,740-38.0% |
| Participant deferral / active EE | $8,281 | $6,446+28.5% | $5,637+46.9% | $6,400+29.4% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |