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 | $24,991 | $106,543-76.5% | $91,220-72.6% | $134,475-81.4% |
| Participation rate | 37.5% | 76.8%-39.3pp | 73.2%-35.7pp | 81.2%-43.7pp |
| Annual return | -23.84% | 160.60%-184.4pp | 114.01%-137.8pp | 417.96%-441.8pp |
| Employer contribution / active EE | $423 | $3,331-87.3% | $2,850-85.1% | $4,740-91.1% |
| Participant deferral / active EE | $5,192 | $4,719+10.0% | $4,234+22.6% | $6,400-18.9% |
| Admin fee / account holder | $82 | $6,231-98.7% | $5,420-98.5% | $11,426-99.3% |