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 | $15,847 | $190,805-91.7% | $159,960-90.1% | $134,475-88.2% |
| Participation rate | 64.3% | 81.9%-17.6pp | 78.0%-13.7pp | 81.2%-16.9pp |
| Annual return | -25.35% | 552.23%-577.6pp | 408.60%-434.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $1,453 | $4,995-70.9% | $4,226-65.6% | $4,740-69.3% |
| Participant deferral / active EE | $3,810 | $6,923-45.0% | $6,182-38.4% | $6,400-40.5% |
| Admin fee / account holder | $134 | $10,471-98.7% | $8,698-98.5% | $11,426-98.8% |