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 9-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 | $22,703 | $77,813-70.8% | $123,544-81.6% | $64,186-64.6% |
| Participation rate | 67.3% | 74.7%-7.4pp | 82.3%-15.0pp | 69.6%-2.3pp |
| Annual return | -25.40% | 12.48%-37.9pp | 119.20%-144.6pp | 7.63%-33.0pp |
| Employer contribution / active EE | $3,938 | $3,014+30.7% | $4,628-14.9% | $2,381+65.4% |
| Participant deferral / active EE | $8,693 | $5,240+65.9% | $6,426+35.3% | $3,470+150.6% |
| Admin fee / account holder | $46 | $5,519-99.2% | $9,284-99.5% | $4,888-99.1% |