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 | $21,502 | $133,958-83.9% | $112,228-80.8% | $134,475-84.0% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 81.2%-61.2pp |
| Annual return | -20.54% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $812 | $4,038-79.9% | $3,635-77.7% | $4,740-82.9% |
| Participant deferral / active EE | $2,345 | $5,291-55.7% | $4,728-50.4% | $6,400-63.4% |
| Admin fee / account holder | $17 | $7,489-99.8% | $6,410-99.7% | $11,426-99.9% |