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 7-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 | $17,445 | $100,754-82.7% | $86,677-79.9% | $134,475-87.0% |
| Participation rate | 66.7% | 78.9%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -21.34% | 29.04%-50.4pp | 35.91%-57.2pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,827 | $3,489-47.6% | $2,836-35.6% | $4,740-61.5% |
| Participant deferral / active EE | $3,508 | $5,338-34.3% | $4,656-24.6% | $6,400-45.2% |
| Admin fee / account holder | $258 | $10,926-97.6% | $7,493-96.6% | $11,426-97.7% |