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 6-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 | $24,835 | $82,286-69.8% | $68,791-63.9% | $134,475-81.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -28.66% | -2.19%-26.5pp | -6.38%-22.3pp | 417.96%-446.6pp |
| Employer contribution / active EE | $3,120 | $3,301-5.5% | $2,655+17.5% | $4,740-34.2% |
| Participant deferral / active EE | $3,120 | $4,739-34.2% | $3,941-20.8% | $6,400-51.2% |
| Admin fee / account holder | $0 | $6,481-100.0% | $4,932-100.0% | $11,426-100.0% |